Achieve Retirement & Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,618,712
Clients
66
70% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
HighAverage account size
$1,145,738
About
Achieve Retirement & Wealth Management provides comprehensive portfolio management and standalone financial planning and consulting to individuals and a range of non‑individual clients, including trusts, charitable organizations, pension and profit‑sharing plans, and business entities. The firm manages approximately $75.6 million in discretionary client assets and offers discretionary asset management across individual stocks, bonds, ETFs, options, mutual funds, alternative investments and cash equivalents.
The firm’s investment process blends fundamental, technical, quantitative and qualitative analysis and uses sector and fund research to construct and monitor portfolios, with ongoing monitoring and at least annual account reviews. It may employ margin, options and alternative investments where appropriate, operates with discretionary authority for portfolio management, and discloses use of third‑party AI tools for research and meeting transcription (clients may opt out).
Compared with many independent advisers of similar size, the firm works with a broader mix of organizational and institutional‑style clients in addition to individual investors, supporting pension plans, corporate clients, trusts and charitable organizations. The brochure also highlights recent attention to political and AI‑related risks and a wider set of planning services (including corporate structure, cost‑segregation and real‑estate analyses), which are less commonly offered by peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Tax-loss harvesting
General tax planning
Fee options
Up to $10,000
Maximum 1.50% annually, negotiable
Up to $350 per hour
Fee-only: Hourly fees up to $350/hour; Flat fees up to $10,000
Main office location
Achieve Retirement & Wealth Management, LLC
386 Main Street, 2 Nd Floor
Ridgefield CT 06877, United States
Number of offices
2
Most active in
Achieve Retirement & Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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