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

How to Align Your Values with Your Investment Strategy

In our recent CT Wealth Talk: What You Need to Know About the Future, a common theme throughout futurist Jamie Metzl’s keynote was the importance of ensuring that our values guide the development of technology, healthcare, and other advancements. But what exactly are values? Values are our own set of personal beliefs; they help us […]

megan-john-investment-committee

Investment Committee Portfolio Change: June 2022

Megan Trask, CFP®, and John Shanley, CFP®, detail upcoming changes to CTWM’s target portfolio given current market conditions. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not […]

Business Owners Tackle the Issue of a Shrinking Labor Force in Connecticut

Earlier this month, Connecticut Wealth Management (CTWM) launched its Business Owner Roundtable Series. The first event in this series focused on attracting and retaining employee talent and featured guest speaker Chris DiPentima, President and CEO of the CBIA. Denis Horrigan, Partner and co-founder of CTWM, moderated the discussion. Prominent business owners from several industries, including construction and […]

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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.