Welcome to Rich Capital Financial Services, LLC!

Founded by Matt Rich in 2006, Rich Capital is a full service investment firm focused on helping our clients navigate the road to retirement and financial independence. By focusing on each individual's needs, goals, and experiences, we are able create custom portfolios provided by a wide variety of products and services.

Services Offered

A More Personal Approach to Financial Planning

A More Personal Approach to Financial Planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Team at Rich Capital Financial Services

Our Team’s Difference

We strive to maintain consistent communication with our clients; whether by phone, email, or in person at our Southington office. We love seeing clients become friends and family. Your success is our success and our ultimate priority.

Please explore our website and reach out if you’d like to hear more about our team.

Meet Our Team

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Our Team

We help build, manage, preserve and transition wealth for anyone!

Get in Touch

Recent Blogs

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

Let’s talk to find out how we can help you reach financial freedom.

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