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.

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Your best interests come first


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Advisor Ratio

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News & Insights


Building Business Value Through People: 5 Strategies to Enhance Human Capital

Your business functions as a thriving ecosystem. However, what might surprise you is that roughly 80 percent of its value is derived from intangible assets, according to the Exit Planning Institute. These encompass human capital, customer capital, structural capital, and social capital. While each of these intangibles are critical components of your business valuation, human […]


Planning for Life’s Big Moments: The Impact of Professional Financial Planning

Do I need a financial advisor, or should I do it myself? Perhaps your circumstances have changed, and you keep asking yourself this question. While arguments can be made for both sides, choosing to work with a financial advisor can help you map out your financial future with the goal of achieving independence and empowerment. […]

Your Top 3 Questions about the 2024 Market Outlook Answered

In the latest update from CTWM’s Investment Committee, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, answer three questions that have been top of mind for our advisors, clients, and all who stay in tune with market events. 2024 Market Outlook & Election Impact Keeping with the theme of “broken record,” […]

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.

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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.