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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POLITICS & YOUR PORTFOLIO What does this election year mean for your investments? Will ...

CTWM Investment Committee: Bond Allocation
Last week our Investment Committee approved a slight change to the bond allocation within ou ...

LPL 1099 consolidated forms
Dear Clients, Below please find the updated mailing schedule for your 1099 consolidated form ...