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

CTWM Honored as a 2025 Best Place to Work in Connecticut
Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a Hartford Business Journal (HBJ) 2025 Best Place to Work in Connecticut. This marks the ninth consecutive year CTWM has earned a spot on the list, ranking 18th in the small/medium business category, reinforcing the firm’s commitment to fostering a thriving workplace culture. “This […]

Joshua Brier Joins Connecticut Wealth Management as Chief Operating Officer
Connecticut Wealth Management (CTWM) is excited to announce that Joshua Brier has joined the firm as Chief Operating Officer (COO). With extensive executive leadership experience in financial services and operational risk, Brier brings a wealth of knowledge that will drive CTWM’s continued growth and commitment to delivering exceptional client service. “The addition of Josh to […]

Navigating Uncertainty with Confidence: Positioning Your Portfolio in 2025
At Connecticut Wealth Management (CTWM), we understand that times of market uncertainty can bring a sense of unease. Our goal is to reassure you that our team is here to help guide you through these challenges and prepare for the unknown in the current market. By focusing on long-term strategies that align with your financial […]

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.

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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.