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
The Communication Blueprint for Family Business Succession
Over the next 10 years, 75% of business owners plan to exit their business, with 50% planning to do so in the next five, according to the 2023 National State of Owners Readiness Report by the Exit Planning Institute. Effective succession planning has never been more critical, and clear communication is at the heart of […]
Michael Tedone from Connecticut Wealth Management Honored with Hartford Business Journal’s 2024 C-Suite Award
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is proud to announce that Michael A. Tedone, CPA/PFS, Partner and Chief Financial Officer (CFO), has been honored as a recipient of Hartford Business Journal’s C-Suite Awards. The C-Suite Awards recognize top-performing C-Suite level executives in the Greater Hartford area who display commitment to good ethics, reporting, and […]
Investment Strategies to Promote Long-Term Success
In the most recent update from CTWM’s Investment Committee, John Shanley, Partner and Managing Advisor, and Josh Sweeney, Director of Investments, explore how leveraging money markets can help position your portfolio for long-term success and the strategic benefits of holding fixed income. The Money Market Landscape You see it all over the news – interest […]
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.
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.