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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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News & Insights

Investment Committee Update: September 2023

Megan Trask, CFP®, John Shanley, CFP®, and Josh Sweeney, CFA provide an Investment Committee market update from the last quarter. 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 […]

What Legacy Will You Leave Behind for Your Family?

This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]


3 Ways for a Small Business to Thrive in Connecticut

Small businesses are the lifeblood of our economy, but especially here in Connecticut.   This sentiment was shared by everyone in attendance at the National Small Business Week SBA (Small Business Association) Awards & Resource Expo hosted by the CBIA earlier this month. This statement was underscored by Alexandra Daum, Commissioner of Connecticut’s Department of Economic […]

CTWM Wins HBJ’s Best Places to Work in CT for the Third Year in a Row!

For the third year in a row, CTWM was recognized as a #1 Best Places to Work in Connecticut in the small/medium business category. This marks the seventh consecutive year the firm has made the list.

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