AdFi
HI

HTG Investment Advisors Inc

SEC Registered

Transitions bring uncertainty. HTG's financial advisors bring clarity.

Assets Under Management
$1B–$5B
Year Founded
1993
Office Locations
1 office
Total Accounts
1446

About the firm

HTG Advisors specializes in helping clients manage their finances during life transitions, providing guidance, empathy, and collaboration every step of the way. Founded in 1993 by Tom and Jeanne Gnuse, the firm has evolved into a comprehensive wealth management firm operating as a fee-only fiduciary. HTG serves clients in Connecticut and nationwide.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Retirement PlanningDivorce Financial PlanningEstate PlanningTax PlanningInvestment ManagementWidowhood PlanningInheritance And Wealth ManagementEmployee Stock OptionsRSU PlanningFee-only FiduciaryLife Transitions+4 more

Services

HTG offers comprehensive financial planning and investment management services including retirement planning, divorce financial planning, estate financial planning, inheritance and new wealth management, financial planning in widowhood, tax planning, and employee stock options and restricted stock planning. Investment management is handled on a discretionary basis. Services are offered on a fee-only basis with an annual fixed fee plus an assets under management fee.

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningInsuranceCollege PlanningCharitable GivingDivorce PlanningSocial SecurityWealth ManagementRisk Management

Who they serve

Individuals and families experiencing major life events, accumulating wealth, approaching retirement, or living in retirement; including those navigating widowhood, divorce, windfalls, or major career moves. The firm works with over 300 individuals and families.

Leadership

Robin Ann Sherwood
PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND TREASURER
Alexander Gregory Zaharoff
EXECUTIVE VICE PRESIDENT AND ASSISTANT SECRETARY

Office locations

1 office in 1 state
CT
New CanaanHQ

Advisors at this firm

12 advisors in the directory

Regulatory & compliance

CRD number
#108614
SEC Number
801-55553
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of July 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HTG Investment Advisors Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
HTG Investment Advisors in New Canaan, CT - Fees & Services