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 2015 Think Pink Event
We hope to see you at our annual Think Pink event on Thursday, October 22nd at the Pond Hous ...

CTWM August 2015 Investment Committee
The stock and bond markets, both US and foreign, have become increasingly challenging to nav ...

2015 CTWM BBQ!
The annual Connecticut Wealth Management (CTWM) BBQ took place on Thursday, July 30th.  The ...