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.

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Your best interests come first


Like having a personal CFO

Low Client to
Advisor Ratio

Time devoted to your needs


Sharing best practices

News & Insights


Connecticut Wealth Management Named a 2024 Best Place to Work in Connecticut

FARMINGTON, Connecticut – Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a 2024 Best Place to Work in Connecticut in the small/medium business category. This is the eighth consecutive year CTWM has been recognized on the list.  “I’m extremely proud of the culture we’ve created and the genuine relationships we’ve built along […]


Strategic Wealth Building: A Guide to Executive Equity Compensation

In a survey conducted by Charles Schwab, nearly half of executives surveyed stated that they were afraid of making a mistake when they exercise or sell their stock awards. The primary reasons cited for not exercising or selling included concerns about market conditions and the potential tax implications. While it may seem complex and difficult […]


Connecticut Wealth Management Promotes John Shanley to Partner

10 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce that John Shanley, CFP® has been promoted to Partner of the firm, effective January 1, 2024. “John is a genuine leader and truly embodies our firm’s core values. He leads through his actions – always focusing on what […]

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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