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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.
Retired
Are you retired and want to make the most of your golden years? Having a plan in place to make sure you and your family are taken care of is critical, Connecticut Wealth Management can help.

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business owners & executives
You've dedicated time and energy to building your business and career, now it's time to plan. Whether you are planning to pay for your children's education or preparing for retirement, Connecticut Wealth Management can help.

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recently independent
Have you recently lost a spouse, gone through a divorce or significant life transition and are now faced with financial questions? Connecticut Wealth Management can help guide you through the process and bring clarity to your financial state.

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about

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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ADV part 2 A&B 2013

 

 

 

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June CTWM Investment Committee Meeting
Message from the Connecticut Wealth Management Investment Committee: 2012 was an outstanding ...
Connecticut Wealth Management, LLC Adds Four Employees to Team
Connecticut Wealth Management, LLC, a premier Registered Investment Advisor (“RIA”) in t ...
Connecticut Wealth Management, LLC Outlook 2013 Event
Thank you to everyone who was able to attend the Connecticut Wealth Management, LLC Outlook ...

news & press

 
Connecticut Wealth Management, LLC Adds Four Employees to Team.

Kayse Kress, CFP® interviewed for the television show For the Record.

Ryan P. Tuttle, CFP®, ChFC®, CLU® hosting educational workshop about CTWM's online tools on Thursday, March 21st at 1:00 p.m.

Jarrett Solomon, CFP®, CIMA® interviewed by Physician Practice Options.

 

Denis M. Horrigan, CFP® writes article "Surprise! You are Retiring!" for HartfordBusiness.com

 

Jarrett Solomon, CFP®, CIMA® has been listed as one of Connecticut Magazine’s “40 Under 40” for 2013!

 

Senior advisors recognized as 2012 Five Star Wealth Managers in Connecticut Magazine.

 

Senior advisors selected as 2012 Best Financial Advisers for Doctors by Medical Economics.