Personalized Service & Objective Advice

You can count on us to lead you through every stage of the financial planning process and give you peace of mind that we have every detail covered.


Please note our new location:

281 Farmington Avenue Farmington, CT 06032


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Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors offer personalized strategies designed so each client can identify, plan, and work toward their unique financial goals. At any point in our process, our clients have the peace of mind that comes with transparent monitoring of their accounts.

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CTWM Investment Committee: Portfolio Update
We are writing to inform you that our Investment Committee has decided to remove the Loomis ...

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CTWM January 2016 Investment Committee
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