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:
We help business owners get what they want out of their business and life, by connecting their personal and business financial lives and identifying the steps necessary to achieve their goals.
Every client relationship begins with bringing all of the pieces of your financial life together in one place, often for the first time, and creation a personalized financial plan for you.
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.
- 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