Wooster Corthell Wealth Management Inc

Connecticut-based Wooster Corthell Wealth Management Inc. is a CT Corporation with a team of 5 professionals, 60% of whom work in advisory positions. This wealth management firm caters to a select clientele of 2 customers and has received Approved status by the U.S. Securities and Exchange Commission since the 19th of January 2001.

• ALAN DALE WOOSTER

  PRESIDENT & CEO owns 75% or more

• LYNN RICKARDS CORTHELL

  CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER owns less than 5%

• USI Advisors Inc
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• MARK Sheptoff Financial Planning LLC

• Wooster Corthell Wealth Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Wooster Corthell Wealth Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Comparing Wooster Corthell Wealth Management's 13F Holdings in Q4 2022 and Q1 2023

• Vanguard Mega Cap $46,786k
• SCHWAB STRATEGIC TR $29,252k
• SCHWAB STRATEGIC TR $22,872k
• VANGUARD INDEX FDS TOTAL STK MKT $22,512k
• VANGUARD SCOTTSDALE FDS $14,500k
• INDEXIQ ETF TR $13,402k
• VANGUARD STAR FD VG TL INTL STK F $11,044k
• VANGUARD INDEX FDS MID CAP ETF $10,973k
• SCHWAB STRATEGIC TR US SML CAP ETF $7,320k
• VANGUARD INDEX FDS SMALL CP ET $6,704k