Own a Business?
Momentum for Business Owners
Momentum for Business Owners from Connecticut Wealth Management provides business planning through a personal financial lens, helping entrepreneurs see how their personal and business finances are interconnected.
You’ll not only have the information you need to define your goals—personally and professionally—but gain a clear understanding of what needs to be accomplished to achieve them. So, you have a clear path forward, as well as an objective, outside perspective to keep you accountable, helping ensure you achieve success in business and life.
Our Goal is to Help You Realize Yours.
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. Even long-term business goals, such as selling or passing the company to someone else, can be overlooked while attending to more pressing short-term needs.
Our knowledgeable, experienced advisors focus on the financial intricacies that come with owning your own business. Working in collaboration with your attorneys, accountants, and other advisors, we can help make sure you and your family are prepared for what comes next. Whether that’s growing your existing business, developing a solid business succession plan or creating a better work-life balance so you can spend more time with your family, we are here to help.