Caroline Wetzel, CFP®, CDFA®, AWMA®

Caroline Wetzel, CFP®, CDFA®, AWMA®

Vice President, Private Wealth Adviser, Procyon Partners

Caroline Wetzel is a vice president and private wealth adviser at Procyon Private Wealth Partners. Caroline has worked in financial services in the U.S. and overseas since 2001. She began specializing in wealth management for affluent multi-generational families in 2015.  Caroline earned a B.S. in policy analysis and management at Cornell University and an MBA in finance and advanced certification in marketing from the University of Connecticut School of Business. She holds the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) and Accredited Wealth Management Advisor (AWMA®) designations and, also, is a trained mediator.

Phone: 475.232.2713 | Email: cwetzel@procyonpartners.net | Website: www.procyonpartners.net/team/caroline-wetzel | Facebook: www.facebook.com/carolinewetzelcfp | LinkedIn: www.linkedin.com/in/carolinewetzelcfp

Top 10 Quick Tips for Your 2020 Taxes
A woman cradles a cup of coffee as she works on her taxes.
tax filing

Top 10 Quick Tips for Your 2020 Taxes

From new deadlines to strategies to make sure you get all the stimulus money you have coming to you, here are some quick tips to keep in mind about yo…
April 7, 2021