• CREDENTIALS MATTER

    "When investing, pessimism is your friend, euphoria the enemy" - Warren Buffet

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  • EXPERIENCE MATTERS

    "Knowledge and timber shouldn't be used until they are seasoned" - Oliver Wendall Holmes

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  • COSTS MATTER

    "Failing to prepare, is preparing to fail"
    - UCLA Basketball Coach John Wooden

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  • INDEPENDENCE & INTEGRITY MATTER

    "There is no greatness where there is not simplicty, goodness, and truth" - Leo Tolstoy

    Learn more
  • CREDENTIALS MATTER

    "When investing, pessimism is your friend, euphoria the enemy" - Warren Buffet

    Learn more
  • EXPERIENCE MATTERS

    "Knowledge and timber shouldn't be used until they are seasoned" - Oliver Wendall Holmes

    Learn more
  • COSTS MATTER

    "Failing to prepare, is preparing to fail"
    - UCLA Basketball Coach John Wooden

    Learn more
  • INDEPENDENCE & INTEGRITY MATTER

    "There is no greatness where there is not simplicty, goodness, and truth" - Leo Tolstoy

    Learn more

30 Years of Financial Advice and counting … one client at a time!

Since 1984, Walter Pachniuk has provided investment solutions to help meet the financial goals of individuals and organizations nationwide.  Today, with hundreds of client relationships and total client assets surpassing $100 million, Walter Pachniuk, CFP ®, and The Advisers Trust, LLC can boast a genuine track record of success.  Our practical approach to wealth management aims to simplify your complex financial affairs while helping protect your financial future.  In a complicated world, we strive to offer uncomplicated solutions.

Walter Pachniuk, CFP ®, and The Advisers Trust, LLC of Newtown, CT mission is to provide clients the solutions, the insight, the alternatives they'll require to succeed financially, over the long term. We are committed to providing clients with prudent, tax efficient, cost effective investment and wealth management. Our goal is to help our investors to become the best investors they can be, over the long term, with our assistance, support, and knowledge. We are committed to high standards of integrity – always seeking to advise in the best interests of our clients.

     

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    Retirement Planning

    Tax & Estate Planning

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