What are the core values of The Advisers Trust, LLC?

The core values of The Advisers Trust, LLC are independence, integrity, credentials, experience, and cost-effectiveness, as evidenced by the quotes and values emphasized on their website.

What services does The Advisers Trust, LLC offer?

The Advisers Trust, LLC offers a range of services, including investment management, retirement planning (pre and post), wealth management, tax and estate planning, and trust services.

Who is the founder of The Advisers Trust, LLC?

The founder of The Advisers Trust, LLC is Walter Pachniuk, who has been providing investment solutions to help meet the financial goals of clients for over three decades.

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AdvisersTrust Wealth Management

Q: What is The Advisers Trust, LLC's commitment?

The Advisers Trust, LLC of Newtown, CT is committed to providing clients with prudent, tax efficient, cost effective investment and wealth management.

$1.1M revenue • 5 employees • 30 Main St, Newtown, CT, 06470, United States

Last Updated Sep 1, 2025

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Company Overview

Company Name

AdvisersTrust Wealth Management

Address

30 Main St, Newtown, CT, 06470, United States

Website

adviserstrust.com

Phone

(203) 270-7700

Approx. Annual Revenue

$1.1M

Employees

Established

2004

Google Business Category

Financial planner

About AdvisersTrust Wealth Management

The Advisers Trust, LLC is a financial services firm based in Newtown, CT that was established in 2004. The company is committed to providing clients with prudent, tax-efficient, and cost-effective investment and wealth management services, including investment management, retirement planning, wealth management, tax and estate planning, and trust services.

Business Profile

Read from the AdvisersTrust Wealth Management website on Oct 18, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

CFP Board StandardsIndustry certified

About the website

Website quality (AI-assessed): 7/10 · Current tax bracket information; Contact details and client portal

Recent changes

What changed on the AdvisersTrust Wealth Management website and Google listing, as detected by Coldlytics on each visit.

Oct 18, 2026
Estimated revenue band moved from $500K-1M to $1M-2.5M
Oct 14, 2026
Anniversary announced
33 years of financial advice

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Financial Advisor Companies near Newtown, CT

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Frequently Asked Questions about AdvisersTrust Wealth Management

Technologies Used

Key Decision Makers

Walter Pachniuk Owner