For Business Owners, There’s A Lot On The Line—And We Understand This

As a successful entrepreneur and business owner, you may not have time to pay close attention to your personal investments, estate plans, or insurance plans while you're busy running your business. While you’re busy at work, we’re busy managing your finances.

Business owners trust us to keep everything straight with their personal and professional finances. While many other firms only focus on investment management, we focus on the financial intricacies that come with owning your own business.

Are you and your family prepared if something happens to you? Do you have a solid business succession plan in place? At Connecticut Wealth Management, our knowledgeable and experienced financial advisors work as a team to help you plan for the eventual transfer of your business. Working in collaboration with your attorneys, accountants, and other advisors, we will determine a plan that works best for you.

Have a question about succession planning? Contact our experienced professionals.