Connecticut Wealth Management is committed to helping turn your life’s aspirations into reality.
At Connecticut Wealth Management (CTWM), your needs always come first. Our team’s commitment to excellence is rooted in three core tenets:
You deserve personalized attention and exceptional service. By maintaining a low client-advisor ratio of 35:1—significantly lower than the larger firms that have a capped ratio of 150:1—we ensure that your unique financial journey is fully supported, and your needs are prioritized.
Your financial future is more than just a priority—it’s our mission. We do more than manage your assets. We partner with you to craft a personalized plan and investment strategy, freeing you to pursue your life’s aspirations with confidence.
You’re supported by more than just an advisor. The entire CTWM team—from dedicated Client Service Specialists to our centralized Investment and Planning teams—works collaboratively to optimize your experience.
How can I organize my finances in one place to optimize my time and focus on what really matters?
Am I taking on too much or too little risk? Is there a better way to balance my portfolio?
I’m worried about my financial future—will I be able to retire when I want to?
How can I ensure that my loved ones are protected? Do I have the right documents in place?
Am I overpaying in taxes? How can I lessen the burden?
Is my wealth at risk, and what measures can I take to protect it?
How can I ensure my wealth has a meaningful impact on the causes I care about?
Whether you are growing your company or preparing for your eventual exit, our experienced Connecticut financial advisors work with you to build a comprehensive plan that ensures you feel confident in your decisions and secure in your financial future.
Advance your career while we manage your financial complexities. Our experienced team optimizes your equity compensation and builds a personalized plan to give you confidence in your portfolio and peace of mind about your future.
Check Out the Latest CTWM Insights & News
Connecticut Wealth Management (CTWM) is partnering with the University of Connecticut (UConn) School of Business to launch the school’s first-ever wealth management cohort. CTWM is contributing $75,000 to create an experiential learning program designed to develop the next generation of financial advisors. (C) 2025 Nathan Oldham/UConn School of Business (C) 2025 Nathan Oldham/UConn School of Business (C) 2025 Nathan Oldham/UConn…
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Succession planning is one of the most critical, and often misunderstood, aspects of running a successful business. In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore what business owners wish they knew earlier about timing, leadership, and preparing for the future. Kevin shares why succession isn’t just about handing over the reins,…
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In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore the pivotal moments and hard-won lessons behind growing a business from a small practice into a thriving one. Kevin shares what many business owners eventually discover: scaling isn’t just about growth. It’s about shifting your mindset, building the right team, and learning to…
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