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

Your best interests come first


Like having a personal CFO

Low Client to
Advisor Ratio

Time devoted to your needs


Sharing best practices

News & Insights


Connecticut Wealth Management Named #1 ‘Best Places to Work’ – Third Year In A Row

Firm places on the list for the 7th year in a row FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) was recognized to the top spot in the small/medium business category in the ‘Best Places to Work in Connecticut’ awards, an annual, statewide program created by Hartford Business Journal and Best Companies Group. This is […]

Connecticut Wealth Management Promotes 12 Team Members in Q1

FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that they have promoted 12 team members in the first months of 2023, a first in the firm’s tenure.  2023 Promotions: “It’s such an incredible milestone to be able to kick off the year with 12 […]


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. 

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.

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.