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) recently hosted the second installment of its In Good Company series, a growing community for business owners designed to foster honest conversation, collaborative problem solving, and mutual support. What began as a space to connect has quickly evolved into a forum for addressing some of the most pressing challenges facing Connecticut’s business community. This latest gathering…
> Read More
The newly signed tax bill brings with it a range of changes that could impact how business owners approach growth, cash flow management, and long-term planning. While most provisions won’t require major adjustments, several updates create opportunities for those who plan ahead. At Connecticut Wealth Management (CTWM), we recognize how closely your business decisions are tied to your personal financial…
> Read More
With the latest tax bill now signed into law, you may be wondering how these changes could affect your financial plan. While we don’t expect a major shift for most of our clients, several new provisions present opportunities for strategic planning. At Connecticut Wealth Management (CTWM), we’ve guided clients through evolving tax landscapes before, and this moment is no different….
> Read MoreTell us a little about yourself and we will connect with you soon.
"*" indicates required fields
