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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: November 2022
John Shanley, CFP®, and Dan Ballou, CFP® recap the key takeaways from October’s webinar with Fidelity Investments while also reflecting on some of the more attractive investment opportunities currently out there. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific […]
Minimize the Impact of Inflation & Stay on Track Financially
In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.
Does Inflation Need to Impact My Lifestyle?
Right now, everyone is feeling the impact of high inflation rates. And despite the concerning headlines in the news, history has shown us that higher inflation rates should eventually lead to higher returns in the stock and bond market, especially for those who remain steadfast in a long-term investment approach. It is just a matter […]
Investment Committee Update: November 2022
John Shanley, CFP®, and Dan Ballou, CFP® recap the key takeaways from October’s webinar with Fidelity Investments while also reflecting on some of the more attractive investment opportunities currently out there. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific […]
Minimize the Impact of Inflation & Stay on Track Financially
In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.
Does Inflation Need to Impact My Lifestyle?
Right now, everyone is feeling the impact of high inflation rates. And despite the concerning headlines in the news, history has shown us that higher inflation rates should eventually lead to higher returns in the stock and bond market, especially for those who remain steadfast in a long-term investment approach. It is just a matter […]
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“I left the meeting feeling how different it was. Their culture, their focus on planning, lack of sales approach, and doing what’s right for clients.”
– Executive Client, Non-paid
“They made me feel empowered. We are never rushing to make decisions. They map out the pros and cons and explain the options for me and make their recommendations.”
– Business Owner Client, Non-paid
“CTWM has a strong culture of continuous self-improvement. Once a year they reach out and tell me about their new goals, values, trainings-and it all translates to how they practice on my behalf so I can live worry-free.”
– Retired Client, Non-paid
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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.