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Connecticut Wealth Management

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Managing Finances Is A Full-Time Job—Let It Be Ours

Our clients are at the epicenter of everything we do—they are the reason we love our work, the motivation for every decision we make, and the sole focus of our business. At Connecticut Wealth Management, you’ll work with a skilled, experienced team of credentialed advisors who are proud to have absolutely zero conflicts of interest. Our team provides complete financial planning and wealth management, minus the sales culture.

In our office, we share a common interest—making a difference in peoples’ lives. Every time we meet with you, we expect to be evaluated and held to the highest standard. We provide full transparency and encourage an open dialogue every step of the way.

When you work with our advisors, all aspects of your business and personal wealth are being managed, with no stone left unturned. We make sure your assets, investments, insurance plans, and legal documents are structured to support your goals, not hinder them.

Our primary services include the following:

Comprehensive Financial Planning

We bring all of the pieces of your financial life together in one place, often for the first time, and create a personalized financial plan for you.

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Ongoing Wealth Management

We help protect, preserve, and grow your net worth through unbiased research and investment advice. We also provide continuous comprehensive wealth management and update you several times a year.

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Ultimately, we aim to have not only a professional relationship, but also a personal relationship with our clients. Every good relationship is based on trust and mutual regard. The better we know each other, the more at ease you’ll be knowing that we provide honest counsel and take your interests to heart.

Included Services

  • Executive compensation
  • Executive retirement plans
  • Deferred compensation planning
  • Business succession planning
  • Retirement accumulation/income planning
  • Tax strategies
  • Estate planning/legacy planning
  • Divorce financial planning
  • Charitable giving
  • Life and disability insurance review
  • Long-term care insurance review
 

eMoney

All of our clients have access to eMoney, a secure, online tool that tracks and automatically updates relevant investment information on a daily basis and allows you to view all of your assets at a glance. Whether we manage some or all of your assets, we make it possible for you to monitor and actively manage your overall wealth.

  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.

                   

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