Skip to main content

Connecticut Wealth Management

 
Client Log-in

 

Connecticut Wealth Management

  • Services 
    • Momentum for Business Owner
    • Comprehensive Financial Planning
    • Ongoing Wealth Management
  • Our Clients 
    • Own a Business ?
    • Are you an Executive?
    • Planning to Retire?
    • Experiencing an Abrupt Life Change?
  • Team
    • Meet The Team
    • Awards/Recognition
    • Our Mission
  • News 
    • Interviews
    • Television
    • CTWealth News
    • Events
  • Insights 
    • Videos
  • In The Community
  • Careers
  • Contact Us

Experience genuine.

 
 

At Connecticut Wealth Management, giving you and your family the ability to work, retire, and live the
way you want is something we take personally. It's the reason we take the time to know you as a
person—with real family, real goals, and real situations that affect those goals. 

We are able to make the connections between your finances and life clear so you can make
decisions with genuine certainty. 

See how we can help

 

Unbiased advice
that starts with you.

Learn More

A dynamic team
with shared values.

Learn More

Diverse expertise,
unified for clients.

Learn More

Home

 

Experience genuine.

We believe financial planning and wealth management only work when solutions start and end with you,
your family and the goals that encompass all of that. Reach out and let us know how we can help you.

 

Connecticut Wealth Management team standing outside their Farmington office

  281 Farmington Avenue
Farmington, CT 06032-1911

  (860) 470-0290

ADV2A March 25, 2022 | Privacy Policy 2022 | Form CRS April 6, 2022

Advisory Services offered through Connecticut Wealth Management, an SEC registered investment adviser.


Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

                   

Contact us

© 2022 Connecticut Wealth Management, LLC. All rights reserved.

Website Design For Financial Services Professionals