About Us — Growe Capital Advisors

The right financial advisor does more than just manage your investments.

They understand your life, act solely in your interest, and become a trusted partner to your family for the long term.

Our Principles

Integrity

As fiduciaries, your interests always come first. We hold ourselves to the codes of conduct of the CFA Institute, CFP Board, and Investment & Wealth Institute; widely recognized as the gold standard for financial professionals.

Transparency

Before we begin any engagement, we walk through fees, risk, and potential conflicts of interest openly and completely.

Every recommendation comes with a clear explanation of the reasoning behind it and how it connects to your goals, not to a market trend.

Independence

As a Registered Investment Advisor, we operate without ties to any parent organization or internal suite of solutions.

That independence means our recommendations are drawn from the full marketplace, shaped entirely by what's right for you.

Expertise

We bring over 30 years of experience across financial markets, with senior roles held on both sides of the Atlantic and credentials from the industry's most respected professional bodies.

That depth of knowledge is put to work for every client, at every stage of the relationship.

Our Story

Robin Wells founded Growe Capital Advisors on the conviction that genuine financial guidance requires independence, transparency, and a relationship built on trust. As founder and principal, you will work with Robin directly from the first conversation through every stage of your financial life.

Think of him as a dedicated CFO for your family and your future.

Robin passed all three levels of the CFA® exam in consecutive sittings and holds the CFP® and CPWA® designations alongside it. He earned his BA with honors in Economics, Business, and Mathematics from Kalamazoo College in Michigan.

Having lived and worked in Germany, the United Kingdom, and the United States, Robin became a US citizen in 2025 and brings a transatlantic perspective to his practice. He understands firsthand the financial and practical challenges that come with relocation, from building credit and navigating the US healthcare and education systems to managing the broader complexities of building a life across borders.

Originally from Münster, Germany, Robin and his wife Sonja live in New Canaan, CT. A lifelong soccer player who earned honors with club and youth teams in Germany and the United States, he remains a passionate follower of the sport and many others. Away from the markets, he and Sonja enjoy the outdoors, board games, and paddle tennis.

Robin brings over 30 years of financial markets experience to his clients, spanning a highly successful institutional career in European fixed income and more than a decade in private wealth management. He began his career on one of the most successful bond desks in Germany and London, guiding clients through complex markets with clarity and composure, most notably during the 2008 financial crisis.

After more than two decades at the institutional level, Robin moved to private wealth management with a clear purpose. He founded Growe Capital Advisors to work with a small number of clients over the long term, applying his experience in the kind of deep, trust-based relationships that genuinely make a difference.

Your Questions, Answered

A financial advisor helps you make smart, informed decisions about your money.
From creating a personalized financial plan and managing investments to planning for retirement, taxes, and your legacy, they guide you toward your goals while keeping your best interests front and center.
We act in your best interest, Always.
At Growe Capital Advisors, we are fiduciaries. That means every decision we make and every recommendation we provide is guided by one principle: your interests come first. We are committed to transparency, disciplined advice, and thoughtful stewardship of your wealth.
Striving to remove all conflicts and hidden incentives. Just clear, aligned guidance to help you reach your financial goals.
Robin holds the CFA®, CFP® and CPWA® designations.
CFA® (Chartered Financial Analyst): A CFA® charterholder is an expert in investment management, portfolio analysis, and financial research, having passed a series of challenging exams and met professional experience requirements.
CFP® (Certified Financial Planner): A CFP® professional has completed rigorous education, passed a comprehensive exam, and adheres to a strict ethical standard to provide financial planning advice.
The CPWA® (Certified Private Wealth Advisor) designation is a professional credential for financial advisors who specialize in high-net-worth and ultra-high-net-worth clients.
CFA®, CFP® and CPWA credentials are verifiable. You can check a financial professional’s registration and qualifications on the FINRA BrokerCheck website to confirm Robin’s credentials and background.
The security and management of your assets is a critical factor when choosing a financial advisor.
At Growe Capital Advisors we partner with Charles Schwab as our custodian. We believe that its strong security measures and exceptional service positions Schwab to ensure that your assets are held safely and managed efficiently.
A great financial advisor seeks to build meaningful relationships and ensure that every client is the right fit.
At Growe Capital Advisors our clients come from diverse backgrounds, and we welcome the opportunity to meet with you to see if we’re a good match.
We start with a thorough review of your financial goals, risk tolerance, and investment timeline.
This foundation allows us to recommend managed investment strategies that align with your unique needs.
Monitoring progress is key to keeping your financial plan on track.
Regular updates — through detailed reports and review meetings — help ensure your plan stays aligned with your objectives.
At Growe Capital Advisors they will be scheduled regularly, either quarterly, semi-annually, or as needed, and include performance metrics, goal tracking, and any recommended adjustments.
Moving your account is effortless. Just provide your account details, and we’ll take care of everything — no need to involve your previous advisor if applicable.
At Growe Capital Advisors, we are a fee-based fiduciary, which means we are paid directly by our clients as a percentage of assets under management in the managed accounts only.
Our goal is simple: to provide advice that is fully aligned with your best interests.
No hidden incentives. No product commissions. Just clear, objective advice designed to help you grow, protect, and plan your wealth.
Financial advisory fees can vary, so it’s important to understand how we are compensated.
We clearly outline all fees upfront — including management, administrative, and any additional charges — so there are no surprises. Transparency helps you plan confidently and understand the value of the services you receive.