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
Financial Insights for 2024: Market Performance, Policy Shifts & Planning Ahead
As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
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 […]
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 […]
Financial Insights for 2024: Market Performance, Policy Shifts & Planning Ahead
As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
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 […]
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 […]
' fill='%23FFFFFF' fill-rule='nonzero'%3E%3Cg id='Testimonial' transform='translate(0.000000, 2403.000000)'%3E%3Cg id='“' transform='translate(165.000000, 126.000000)'%3E%3Cpath d='M28.0973451,100 C22.1032448,100 17.0457227,98.433584 12.9247788,95.3007519 C8.80383481,92.1679198 5.61946903,87.9072682 3.37168142,82.518797 C1.12389381,77.1303258 0,70.802005 0,63.5338346 C0,55.2631579 1.43608653,47.1177945 4.30825959,39.0977444 C7.18043265,31.0776942 11.6135693,23.6842105 17.6076696,16.9172932 C23.6017699,10.1503759 31.3441495,4.5112782 40.8348083,0 L56.5693215,14.6616541 C49.8259587,16.9172932 43.894297,20.0501253 38.7743363,24.0601504 C33.6543756,28.0701754 29.4709931,32.5814536 26.2241888,37.593985 C22.9773845,42.6065163 20.8544739,47.7443609 19.8554572,53.0075188 L21.3539823,53.7593985 C22.352999,53.0075188 23.6017699,52.3809524 25.100295,51.8796992 C26.5988201,51.3784461 28.8466077,51.1278195 31.8436578,51.1278195 C34.840708,51.1278195 37.9001967,52.0050125 41.0221239,53.7593985 C44.1440511,55.5137845 46.8289086,58.0827068 49.0766962,61.4661654 C51.3244838,64.8496241 52.4483776,69.2982456 52.4483776,74.8120301 C52.4483776,79.3233083 51.3244838,83.5213033 49.0766962,87.406015 C46.8289086,91.2907268 43.894297,94.3609023 40.2728614,96.6165414 C36.6514258,98.8721805 32.5929204,100 28.0973451,100 Z M98.5280236,100 C92.5339233,100 87.4764012,98.433584 83.3554572,95.3007519 C79.2345133,92.1679198 76.0501475,87.9072682 73.8023599,82.518797 C71.5545723,77.1303258 70.4306785,70.802005 70.4306785,63.5338346 C70.4306785,55.2631579 71.866765,47.1177945 74.7389381,39.0977444 C77.6111111,31.0776942 82.0442478,23.6842105 88.0383481,16.9172932 C94.0324484,10.1503759 101.774828,4.5112782 111.265487,0 L127,14.6616541 C120.256637,16.9172932 114.324975,20.0501253 109.205015,24.0601504 C104.085054,28.0701754 99.9016716,32.5814536 96.6548673,37.593985 C93.4080629,42.6065163 91.2851524,47.7443609 90.2861357,53.0075188 L91.7846608,53.7593985 C92.7836775,53.0075188 94.0324484,52.3809524 95.5309735,51.8796992 C97.0294985,51.3784461 99.2772861,51.1278195 102.274336,51.1278195 C105.271386,51.1278195 108.330875,52.0050125 111.452802,53.7593985 C114.57473,55.5137845 117.259587,58.0827068 119.507375,61.4661654 C121.755162,64.8496241 122.879056,69.2982456 122.879056,74.8120301 C122.879056,79.3233083 121.755162,83.5213033 119.507375,87.406015 C117.259587,91.2907268 114.324975,94.3609023 110.70354,96.6165414 C107.082104,98.8721805 103.023599,100 98.5280236,100 Z'/%3E%3C/g%3E%3C/g%3E%3C/g%3E%3C/g%3E%3C/svg%3E)
“I left the meeting feeling how different it was. Their culture, their focus on planning, lack of sales approach, and doing what’s right for clients.”
– Executive Client, Non-paid
“They made me feel empowered. We are never rushing to make decisions. They map out the pros and cons and explain the options for me and make their recommendations.”
– Business Owner Client, Non-paid
“CTWM has a strong culture of continuous self-improvement. Once a year they reach out and tell me about their new goals, values, trainings-and it all translates to how they practice on my behalf so I can live worry-free.”
– Retired Client, Non-paid
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.