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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.
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 Brochure

 

 

CTWM Blog Subscribe

CTWM 2012 Outlook Event: Meeting in the Middle
This year’s Connecticut Wealth Management Outlook Event featured a panel with some of the ...
CTWM Investment Committee meeting summary
In an effort to keep you apprised of the current thinking behind how we are managing your po ...
LPL Financial’s 1099 Consolidated Reporting Statements
LPL Financial has made the decision to exercise the Internal Revenue Service (IRS) 1099 mail ...

news & press

Ryan P. Tuttle Earns Prestigious Designation

 

Kevin C. Leahy, CFP®, CPA, CIMA® and Denis M. Horrigan, CFP® appear on NBC Connecticut News to discuss current market conditions.

 

Denis M. Horrigan, CFP® and Patricia M. Kane, CFP® were recently interviewed by TurboTax.com.

 

CTWM senior team recognized as "Best Financial Advisers for Doctors".

 

Patricia M. Kane, CFP® promoted to Director.

 

 

For a second year in a row, the CT Wealth Management leadership team has received the prestigious “Five Star Wealth Managers” award from Five Star Professional based on client satisfaction.