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

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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. 

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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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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.