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
Market Volatility Ahead? Here’s How a Financial Plan Can Help
Market volatility can feel unsettling, especially when so much is riding on your financial future. But for high-net-worth investors, uncertainty doesn’t have to mean instability. With a thoughtful, long-term plan in place, you can stay focused on what matters and turn short-term disruption into opportunity. In a recent conversation with Charles (Chip) Olson, Partner & […]
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 […]
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 […]
Market Volatility Ahead? Here’s How a Financial Plan Can Help
Market volatility can feel unsettling, especially when so much is riding on your financial future. But for high-net-worth investors, uncertainty doesn’t have to mean instability. With a thoughtful, long-term plan in place, you can stay focused on what matters and turn short-term disruption into opportunity. In a recent conversation with Charles (Chip) Olson, Partner & […]
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 […]
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 […]
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“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.
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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.