Blog

At Warner Wealth, growth has always been about more than numbers. It's about creating meaningful relationships, delivering exceptional client experiences, and building a team that shares our commitment to helping individuals and...

Robyn Wolcott, CFP®, Financial Advisor at Warner Wealth, with offices in CT and ME, has officially earned her CERTIFIED FINANCIAL PLANNER™ certification—an important milestone that reflects both dedication to the profession and an...

Once again, we are proud to announce that James has been named as one of Forbes' Best-In-State Wealth Advisors for 2026! This accolade is an honor and a testament to the care and commitment James and the team put forth to ensure our...

Madison, CT — March 5, 2026 – James A. Warner, lead wealth advisor and CEO at Warner Wealth in Madison and Shelton, CT and Winslow, ME, has earned a place among LPL Financial’s Summit Club Program for 2026 — a distinction reserved for...

At Warner Wealth, we’re building a team that thrives on precision, innovation, and collaboration. We believe every client’s financial journey is unique, and delivering an exceptional experience requires the right people behind the...

Warner Wealth Acquires K D Sullivan Wealth Strategies, Expanding Strategic Footprint into Maine, New York, and North Carolina Merger brings enhanced, integrated services—including tax planning, financial planning, and Medicare—to...

As you know, James has been named as one of Forbes' Best-In-State Wealth Advisors for 2025, ranking at number 40 in Connecticut. This was a huge jump up from the 78th spot last year! He also recently attended the Forbes SHOOK Top...

Click Here to Apply Securities Trader/Planner Warner Wealth Location: Madison, CT At Warner Wealth, we're dedicated to cultivating a workplace that champions the unique skills and potential of every team member. Grounded in the...

At Warner Wealth, we believe every client's financial journey deserves to be told with clarity, creativity, and care. Our marketing team plays a central role in building that story--sharing our vision, highlighting our expertise, and...

Warner Wealth Ranks 201st on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Financial Companies---and 19th among Connecticut’s fastest-growing private companies. NEW YORK, August 12, 2025 – Inc., the leading media brand...

Deciding who inherits your assets is a deeply personal question. It's about who you love the most, and in financial and legal terms, it involves making beneficiary designations. As financial advisor Robyn Wolcott and estate planning...

In this quick video, James Warner shares his perspective on the current tariff landscape, and why it's important to stay focused and optimistic. Watch below to hear his take. Warner Wealth is prepared and grounded in strategy.

James Warner named top 1%; LPL's Summit Club

Shannon Cushing

Wednesday, March 5, 2025

We are so proud of James. It was announced that James' achievements have been recognized for inclusion in LPL Financial's Summit Club Program* for 2025. This distinction celebrates a select group of 225 advisors representing the top...

Why does Robyn love May? Watch this quick video to find out!

A QCD is a direct transfer of funds from your IRA custodian, payable to a qualified charity. QCDs can be counted toward satisfying your require minimum distributions (RMDs) for the year, as long as certain rules are met. This vlog from...

James Warner was recognized for his achievements and was included in LPL Financial’s Masters Club for 2024! This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in...

Sarah Layton has joined the Warner Wealth team!  Sarah is the Madison Office Manager with a bachelors degree from CCSU in studio art and darkroom photography. Additionally, she holds a masters in elementary education from UNH....

As our clients' needs continue to grow, so does our team!    Meet Danielle Berlepsch, Client Services Associate and newest member of Warner Wealth. Danielle graduated from Southern CT State University with a degree in...

Our Warner Wealth team continues to grow! We are elated to welcome financial planner Bette Lynn Paez, MS, AIF®, ChFC®, CFP® (just to name a few), and her wonderful clients to our growing financial advisory group. ...

Do you know when it’s a great time to become a financial advisor? During a pandemic! Hear me out. I am a planner. I always have been. One of my favorite people once told me that I was “the two most organized people”...

We are happy to announce James A Warner was honored as one of LPL Financial’s top advisors in 2020! “Through my years as a financial advisor, my priority has always been to strive to do my best for my clients,” James...

In our latest video, Robyn explains to the Warner twins that she's working with their dad. Check it out to hear how she talks with them about piggy banks, bulls, and bears!

She's Official! We are over the moon to announce that Robyn Wolcott is officially Warner Group’s newest Investment Advisor Representative! Robyn came on board with Warner Group in late March and has spent the summer working...

James is setting up “check-in” calls if you’re curious about your specific strategy (even if it’s only a little concerned). The bottom line is we are focused on your investments so you can spend more time on the...

Reminder: RMDs are not required this year. In addition, if you already took your Required Minimum Distribution between February 1 and May 5, the IRS is allowing those funds to be rolled back into a retirement plan, and the deadline to...

Warner Group is always learning! This photo is from a Long-Term Care Virtual Summit that Emily and James attended recently. Quarantine can’t stop us from continuing our education so we can address all our clients' concerns! If...

It’s global hug your kids day! Do you know someone having a baby? Help them get ahead of the impending expenses by reminding them to consider putting the baby on their insurance, and to consider plans for college savings plans,...

We’re excited to introduce the first video from the Warner Group, with more to come! In this first video, James explains his job to his kids in a way they can understand it. Do you have a question you’d like James to...

Did you know that July is “ice cream month?” (As if we needed a reason.) James recently explained investing to his kids like an ice cream sundae –for the ideal creation, you need a base of flavors (your well-balanced...

Yesterday, June 28th, was National Insurance Day, an annual reminder to review your insurance policies. Insurance has been compared to a spare tire - one of those things we forget about until we need it! In a 2019 study, nearly 50% of...

Achieving financial independence is within grasp for many and you do not have to be a money genius to get there (though having a great financial advisor sure does help!). In fact, one man shared his story on how he was able to retire...

Everything our kids do is wonderful, right? As Tristan and Sterling made macaroni necklaces, we watched how fast they learn. While it may be a little too soon for us to school them about their financial future, if you have older...

Warner Group is excited to announce the expansion of its team. Along with her energy and enthusiasm, Robyn Wolcott, Client Services Associate, brings a background in marketing, attention to detail, and a strong focus on relationships...

During this pandemic we have been aware that charitable organizations are under stress and have a growing need for support. LPL announced that it has extended a combined $1 million in financial support to national and local...

While we always make sure your accounts with us include beneficiaries, we know things change based on your recent life events and therefore, those you name as beneficiaries may also. We would be happy to make any updates you need so...

Just because we are staying home this Cinco de Mayo doesn't mean it can't be fun. Check out this easy guacamole recipe and short video from Alton (one of James' favorite chefs) on food network. If you want an extra kick use James'...

As parents, one thing is certain even in uncertain times — we want to set our kids up for success. Did you know that a 529 plan can help you on that path to success even prior to thoughts of college? Due to recent changes, a 529...

Spring showers signal new growth and renewed opportunity. We wanted to highlight one of those opportunities that the government has create through the new CARES act. Investors can now avoid taking their 2020 normally required RMDs in...

You probably heard on the news that you may be getting some money from the IRS. In fact, many people have actually already begun to receive their funds. However, not everyone will be getting the same amount. Various aspects are being...

At the end of March, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act and it is now law. This is the third piece of legislation that Congress has passed to help Americans deal with the economic...

Trump has signed a bipartisan $2 trillion economic relief plan to offer assistance to American households affected by Covid-19. The relief plan include stimulus payments to individuals, expanded unemployment coverage, student loan...

I have spoken or emailed with many of you about the recent volatility in the markets created by the coronavirus shock. I thought it would be helpful to share a few items I found reassuring. The document attached is a helpful recap of...

Over the last few weeks we have enjoyed connecting with everyone and we will continue to do this virtually so that everyone can stay safe. This COVID-19 event has us focused on the safety and health of our families, friends and clients...

Volatility in the market never feels good, especially with the recent extremes we have seen. Everyone who has gone through the planning process with the Warner Group knows we have planned for this. Rest assured that volatility will...

This party was great! With delicious wines, tasty bites and enjoyable conversation with our favorite people! We loved hearing about what you're doing for the holidays and your New Years plans. 1st Place Jim - Madison Beach

Working hard to bottle our French Oak Pinot Noir

We had so much fun aboard the sea mist! A two hour chartered cruise with amazing scenery along the coastline of Brandford and up the Brandford River. Upon the boat we enjoyed delicious hors d'oeuvers and chilled beverages.

Drivers Ed with a skilled golf pro for pointers and a mini golf tournament!

Annual Referral Party 2018 "Drivers Ed"- 4th Annual Golf Event 2018 Annual Holiday Open House & Photo Exhibition 2017 December 7th, 2017 11th Annual Clothing Drive to Benefit "My Sisters Place" 2017 November 2017 Thimble Island Cruise...