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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Connecticut Wealth Management Advisors attend Yale School of Management Program
Members of the CTWM team were invited to attend the Advisory Leadership Forum that was recen ...

CTWM June 2014 Investment Committee meeting
Like many, you probably heard numerous pundits at the end of last year predict that 2014 wou ...

Connecticut Wealth Management in the Community
The Connecticut Wealth Management advisors have been involved in several programs to help ed ...