Our Mission

Connecticut Wealth Management is committed to helping turn your life’s aspirations into reality.

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Experience the CTWM Difference

At Connecticut Wealth Management (CTWM), your needs always come first. Our team’s commitment to excellence is rooted in three core tenets:

35:1 Client-Advisor Ratio

You deserve personalized attention and exceptional service. By maintaining a low client-advisor ratio of 35:1—significantly lower than the larger firms that have a capped ratio of 150:1—we ensure that your unique financial journey is fully supported, and your needs are prioritized.

Planning at Our Core

Your financial future is more than just a priority—it’s our mission. We do more than manage your assets. We partner with you to craft a personalized plan and investment strategy, freeing you to pursue your life’s aspirations with confidence.

Support Beyond Your Advisor

You’re supported by more than just an advisor. The entire CTWM team—from dedicated Client Service Specialists to our centralized Investment and Planning teams—works collaboratively to optimize your experience.

Meet Our Team

Our Story

“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

Tailored Services for Your Needs

Financial Planning

How can I organize my finances in one place to optimize my time and focus on what really matters?

Investment Management

Am I taking on too much or too little risk? Is there a better way to balance my portfolio?

Retirement Planning

I’m worried about my financial future—will I be able to retire when I want to?

Estate Planning

How can I ensure that my loved ones are protected? Do I have the right documents in place?

Tax Planning

Am I overpaying in taxes? How can I lessen the burden?

Risk Management

Is my wealth at risk, and what measures can I take to protect it?

Charitable Planning

How can I ensure my wealth has a meaningful impact on the causes I care about?

Focused on Business Owners

Whether you are growing your company or preparing for your eventual exit, our experienced Connecticut financial advisors work with you to build a comprehensive plan that ensures you feel confident in your decisions and secure in your financial future.

Awards & Recognition