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.

about

Please note our new location:

281 Farmington Avenue Farmington, CT 06032

860.470.0290

 

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.

Learn More about Connecticut Wealth >

 

CTWM Driving Directions

 

CTWM Form ADV2A February 18, 2015

 

CTWM Form ADV2B February 18, 2015

 

Privacy Policy, February 18, 2015

CTWM Blog Subscribe


Inspirational and Impressive Story
Every now and then we come across a success story about someone near and dear to our firm, a ...

Connecticut Wealth Management Outlook 2015 event!
Please join the CTWM team at Outlook 2015 on Thursday, May 7th at the Shuttle Meadow Country ...

Department of Labor’s (DOL’S) update about fiduciary standards
President Obama recently made headlines by supporting the Department of Labor’s proposal t ...