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
Leadership Corner: A Conversation with the Owner of Microboard
As a business owner, your financial goals, personal goals, and business goals are deeply interconnected, which makes finding the right balance between all three a challenge. With the right support team in place, this can help you not only grow your business but also to lead the life you want professionally and personally.
14 from Connecticut Wealth Management Honored as 2022 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over […]
Financial Plans & Actions to Take as the Year Ends
With 2022 wrapping up, you might be asking yourself what preparations you should make before the New Year. In this interview with Fox61, Denis Horrigan shares a few tips on the areas you should focus on to help ensure you remain on track financially in 2023 with regard to goal setting, tax strategies saving for […]
Leadership Corner: A Conversation with the Owner of Microboard
As a business owner, your financial goals, personal goals, and business goals are deeply interconnected, which makes finding the right balance between all three a challenge. With the right support team in place, this can help you not only grow your business but also to lead the life you want professionally and personally.
14 from Connecticut Wealth Management Honored as 2022 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over […]
Financial Plans & Actions to Take as the Year Ends
With 2022 wrapping up, you might be asking yourself what preparations you should make before the New Year. In this interview with Fox61, Denis Horrigan shares a few tips on the areas you should focus on to help ensure you remain on track financially in 2023 with regard to goal setting, tax strategies saving for […]
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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
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.