Experience Genuine.

Giving you and your family the ability to live the way you want is something we take personally. It’s why we’re genuinely interested in getting to know you as a person with a real family, real goals, and real opportunities.

The Connecticut Wealth Management Experience

We make the connections between your finances, life, and aspirations clear, so you can make decisions with genuine certainty and enjoy your life’s journey.

We’re a
Fiduciary


Your best interests come first

Planning
Centric


Like having a personal CFO

Low Client to
Advisor Ratio


Time devoted to your needs

Team
Approach


Sharing best practices

News & Insights

strategic-power-pre-sale-gifting-closely-held-stock

The Strategic Power of Pre-Sale Gifting of Closely Held Stock

As a business owner, you invest considerable time, energy, and resources into building a successful company. Now, as you plan for the future, it is essential to explore strategies that protect your wealth and secure your family’s financial legacy. While it may not be the right fit for every business owner, gifting shares of your […]

communication-blueprint-family-business-succession

The Communication Blueprint for Family Business Succession

Over the next 10 years, 75% of business owners plan to exit their business, with 50% planning to do so in the next five, according to the 2023 National State of Owners Readiness Report by the Exit Planning Institute. Effective succession planning has never been more critical, and clear communication is at the heart of […]

Michael Tedone from Connecticut Wealth Management Honored with Hartford Business Journal’s 2024 C-Suite Award

FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is proud to announce that Michael A. Tedone, CPA/PFS, Partner and Chief Financial Officer (CFO), has been honored as a recipient of Hartford Business Journal’s C-Suite Awards. The C-Suite Awards recognize top-performing C-Suite level executives in the Greater Hartford area who display commitment to good ethics, reporting, and […]

CTWM Named a 2024 Best Place to Work in Connecticut

CTWM was recognized to HBJ’s 2024 Best Places to Work in Connecticut in the small/medium business category. This marks the eighth consecutive year the firm has made the list.

We’d love to hear from you

Work with an experienced advisor who genuinely cares about your wealth planning goals. Please reach out and let us know how we can help you.