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Connecticut Wealth Management

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  3. Are you an Executive?

Are you an Executive?

Specialized Coordination For Executives

Our advisors work side-by-side with corporate executives to alleviate their wealth management stress, so they can focus on their high-level work.

Executives from prominent corporations, such as Aetna, United Technologies and The Travelers Companies benefit from our deep knowledge of the executive benefits and compensation landscape at their companies. We are proud to work with executives in a variety of industries and organizations.

As a business executive, you may have a variety of stock option plans, employee stock purchase plans, non-qualified plans, and other benefits that are not working effectively for you. You may not even be aware of these opportunities, so let us figure out what benefit programs are available and help you navigate the choices you have for executive benefits.

Our eMoney tool is essential in helping to get everything organized. We help you see all of these programs in one place, so you can finally understand what it all means for you and your future. eMoney provides real-time information online 24/7, and is an invaluable tool for asset management and financial planning.

Want to make sense of your executive benefits? Let us clarify the complexity behind your choices.

  281 Farmington Avenue
Farmington, CT 06032-1911

  (860) 470-0290

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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.

                   

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