Please note our new location:
281 Farmington Avenue Farmington, CT 06032
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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Form ADV 2A June 1, 2015
Form ADV Part 2B June 1, 2015
We are writing to inform you that our Investment Committee has decided to remove the Loomis ...
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