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.


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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Service Standards
At Connecticut Wealth Management we endeavor to treat our clients in the manner that we ours ...

CTWM December 2014 Investment Committee Update
As the calendar year draws to a close we wanted to touch base with you about how we have bee ...

CTWM October 2014 Investment Committee
There has been an uptick in stock market volatility in recent weeks as concerns over global ...