Siena Private Wealth, LLC

West Hartford, Connecticut

Call (860) 969-7458 Visit website →

About

Siena Private Wealth is an independent registered investment advisory firm based in West Hartford, Connecticut, founded in 2019 by Marisa Rothstein, JD, CFP®, AEP. The firm provides comprehensive financial planning and investment management services through a team that includes a CFP®, CPA/PFS, and estate planning attorney. The firm operates on a fee-only model and emphasizes personalized planning that integrates investment management, tax strategy, estate planning, and cash flow analysis.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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