What services does Sightline Wealth Advisors provide?

Sightline Wealth Advisors offers comprehensive financial planning, investment management, and advisory services. They work with clients to define their goals, assess opportunities and challenges, and create a customized, holistic financial plan.

What experience does Sightline Wealth Advisors have?

Sightline Wealth Advisors has abundant experience in the financial services industry. They leverage their expertise, focus on client relationships, and investment in unifying technology to provide their clients with exceptional service.

Where is Sightline Wealth Advisors located?

Sightline Wealth Advisors has two office locations: one in Groton, CT and another in Madison, CT. Both offices are easily accessible and provide personalized service to clients in the local area.

Is Sightline Wealth Advisors a registered investment advisor?

Yes, Sightline Wealth Advisors, LLC is an SEC registered investment advisor. They are committed to providing transparent and ethical financial services to their clients.

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Sightline Wealth Advisors

$1.1M revenue • 5 employees • 495 Gold Star Hwy #100, Groton, CT, 06340, United States

Last Updated Apr 22, 2025

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Company Overview

Company Name

Sightline Wealth Advisors

Address

495 Gold Star Hwy #100, Groton, CT, 06340, United States

Website

sightlinewealthadvisors.com

Phone

(860) 448-0611

Approx. Annual Revenue

$1.1M

Employees

Established

2015

Google Business Category

Financial planner

Locations

About Sightline Wealth Advisors

Sightline Wealth Advisors is a financial planning firm based in Groton, Connecticut, United States. The company works closely with clients to define their goals, assess opportunities and challenges, and create customized, holistic financial plans that guide them towards their desired financial future.

Business Profile

Read from the Sightline Wealth Advisors website on Oct 14, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

Certified Financial PlannerIndustry certified
Registered Investment AdvisorIndustry certified

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Detailed services and credentials
Website by: Sightline Wealth Advisors LLC

Recent changes

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

Oct 12, 2026
Estimated headcount moved from 6-10 to 2-5 employees

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