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

Investment Committee Update: November 2022

John Shanley, CFP®, and Dan Ballou, CFP® recap the key takeaways from October’s webinar with Fidelity Investments while also reflecting on some of the more attractive investment opportunities currently out there. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific […]

Minimize the Impact of Inflation & Stay on Track Financially

In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.

does-inflation-need-to-impact-my-lifestlye

Does Inflation Need to Impact My Lifestyle?

Right now, everyone is feeling the impact of high inflation rates. And despite the concerning headlines in the news, history has shown us that higher inflation rates should eventually lead to higher returns in the stock and bond market, especially for those who remain steadfast in a long-term investment approach. It is just a matter […]

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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.