Find Top Financial Advisors in Woodbridge, Connecticut

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

I began my career as a financial advisor in 2016, following in my father Glenn's footsteps. More recently, in 2025, I obtained my CERTIFIED FINANCIAL PLANNER (R) certification.

I grew up in the Boston area, graduated from the University of Delaware, and lived in New York City for several years. I now reside in Southport, CT with my wife and two daughters. In addition to my home office in Southport, I also have offices in Shelton, CT and White Plains, NY, where I can meet with clients by appointment.

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

To know where you're going, a map is a helpful tool. By developing a sophisticated financial plan, we're able to seamlessly implement your investment portfolio with real time updates. We believe the heart of any strong relationship is communication. We strive to provide a fresh communication strategy that fits your lifestyle, while providing timely updates and clear direction on your finances and investments.

Sofia Dumansky, Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor, owns and operates Legatum Financial LLC. She began her career in the financial services industry in 2007 and has acquired extensive knowledge through her unique and diverse experiences that have proved invaluable to her clients.

Combining the use of a macro-financial process, Sofia's clients benefit from more efficient and cost-effective techniques designed to help achieve their identified and unique goals. She believes that: The greatest challenge people face in today's financial environment is trying to realize all of their financial objectives with finite resources. We look for strategic positioning and movement of money to accomplish our clients' objectives. Her mission is to help her clients envision, create, and implement strategies that will achieve benefits in the areas of wealth accumulation, tax strategies, and improved protection management for a more enjoyable financial life.

Sofia maintains life and health insurances, and securities licenses FINRA Series 6, 63, 65 and 7. She is a Certified Financial Planner. She is a Life Time and Qualifying Member of the Million Dollar Round Table (MDRT), is currently a Community Leader, and has been actively involved in the Innovation, Bylaws, and Ethics Committees. Sofia has also been named by Forbes as Top in State Financial Services Professional for 2023, 2024, and 2025.

Sofia migrated with her family to the United States from Ukraine in 1992 and speaks Ukrainian and Polish fluently, as well as understands Russian. She continues to be an active member of the Ukrainian and Polish communities and is involved in her local chamber of commerce and BNI (Business Networking International).

Sofia is also a co-founder of Maidan United Inc., a Hartford-based non-profit focusing on delivering much needed medical supplies to Ukraine. She's an active board member of NAIFA (National Association of Insurance and Financial Advisors) and previously served two terms as President. She is also a past board member and Treasurer for COHI (Connecticut Oral Health Initiative).

Sofia graduated from UCONN with a Bachelor of Science in Management (BSM) from the School of Business with a minor in International Business. In 2006, she received her Masters of Science in Management (MSM) with Honors and in 2008 obtained her Masters of Business Administration (MBA) with Honors, both from Albertus Magnus College.

Sofia enjoys playing tennis and volleyball, as well as skiing and hiking.

Derived from the Latin word meaning legacy, the name Legatum Financial is inspired by the belief that with intentionality and careful planning, you have the power to create a strong and prosperous legacy for you and your family.

We utilize an educational approach to wealth management, taking the time to explain things so you can make well-informed financial decisions with clarity and confidence. We also know your wealth management plans affect more than just you, and that's why we're happy to address questions from your family as well about how different scenarios may impact their futures.

You've worked hard in your career to accomplish great things and excel at what you do, and we've done the same when it comes to helping people learn how to grow and protect the wealth they've created. So if you're looking for a trusted partner who will help you define and create the legacy you desire for you and your family, look no further than Legatum Financial.

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.

We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement.

As a client, you'll receive:

- A dedicated financial advisor helping out every step of the way

- A dynamic retirement plan, designed by your advisor

- Guidance at every step of your retirement journey: from Social Security to healthcare to taxes

- A safe to spend income plan designed to make your savings last

We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind.

If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!

William Romero has been a leader in Wealth Management and the Financial Services Industry for 2 decades. He began his career at JPMorgan and for almost a decade lead as a Market Director for their Private Client Group. Leading large teams of financial professionals in both Southern California and New York, William also had oversight of their International Division. In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise office. William puts people first and is passionate about helping resolve problems. His experience and track record of success led him to a Senior Vice President/Partnership role at Iron Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Spartan Capital LLC. His inspiration comes from giving back to the community and helping educate families that traditionally do not have access to financial literacy. Wiliam is passionate about helping people achieve their goals and is committed to being an advocate and trusted resource for each client.

Outside of his career in wealth management, William is also the 2-time President for the National Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a Board Member of Mindot, an educational non-profit. He's also a proud supporting sponsor of the FDNY Hispanic Society.

William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 9, 10, 66, 63, 52, 53 and 24 securities registrations.

We're committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and services are critical elements to successful investing.