Library Continues Investment Services with Kingston Wealth Management
Shared ServicesSchool · Winsted, CT- Document date
- Mar 9, 2026
The 30-second brief
The Lucy Robbins Welles Library Board continues its ongoing engagement with Kingston Wealth Management to manage the library’s investment and endowment portfolios. Committee members credited the firm with helping significantly in overseeing the library’s funds.
Kingston Wealth Management holds this financial services contract with Shared Services. Its other public contracts on record include work for Newington Housing Authority and Town of Newington.
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Contract details
- Contract type
- Financial Services
- Document date
- March 9, 2026
- Agency
- Shared Services
- Source document
- Lucy Robbins Welles Library Board of Trustees Meeting Minutes March 2026 (Minutes)
Kingston Wealth Management's other public contracts
More Shared Services contracts
Questions about this contract
Who was awarded the financial services contract by Shared Services?
Kingston Wealth Management was awarded this financial services contract by Shared Services, as recorded on March 9, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Lucy Robbins Welles Library Board of Trustees Meeting Minutes March 2026 (Minutes), dated March 9, 2026 from Shared Services. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Kingston Wealth Management hold?
Kingston Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is Shared Services currently buying?
Explore Shared Services's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.