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 Outlook 2014 event!
Please join the Connecticut Wealth Management team at our annual economic outlook event on T ...

Connecticut Wealth Management supports Simsbury High School program
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CTWM January 2014 Investment Committee Meeting
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