Our Clients
Putting Our Clients On The Path To Financial Freedom
We leverage our collective experience – as CPAs, as MBAs, as CFPs® – to advise you in all areas of managing your finances. So, if you have questions about succession planning or tax advice or executive compensation or any complex situation, we'll match you with the advisor on our team who has the most appropriate knowledge and experience.
Experience genuine.
Business Owners
Too busy running your business to think about the future? We can help. And if you're considering a succession plan, we can show you how different alternatives will affect your taxes.
Executives
Company benefits can be confusing. Let us do the homework for you. We can talk with your HR and Benefits Departments and map out strategies to potentially maximize the after-tax value of your benefits. Get more information.
Individuals Experiencing an Abrupt Life Change
Have you recently lost a spouse, gone through a divorce, or experienced a significant life transition? We are a sympathetic teacher and coach, willing to spend as much time as it takes for you to be comfortable and confident about your financial future.
Retirees
If you're retired and want to make the most of your golden years, we can help you put a plan in place to make sure you and your family are taken care of. Let's talk.
Our team of advisors was formed around a common interest for one thing—making a difference in people’s lives. We are proud to be a registered investment advisor and as fiduciary we will operate at our client's best interest at all times. As a trusted advisor, objectivity is critical. As independent, salaried professionals, our only goal is to have safe and happy clients. Our extremely low client-to-advisor ratio allows us to immerse ourselves in our clients’ financial lives.
Our knowledgeable and experienced financial professionals work as a team with a wide range of clients, including business owners, corporate and healthcare executives, and individuals who have accumulated significant wealth. As our client, you'll be advised by our entire team – you don't have to rely on only one person’s expertise. All of us at Connecticut Wealth Management support your progress toward your goals.
