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
Megan Trask of Connecticut Wealth Management Honored as HBJ’s Top 25 Women in Business Award Winner
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that Megan Trask, CFP®, Partner & Managing Advisor, has been named a Hartford Business Journal (HBJ) Top 25 Women in Business honoree. The Women in Business Award recognizes outstanding female leaders in the Greater Hartford business community. Honorees are distinguished by their professional accomplishments […]
Connecticut Wealth Management Promotes Jennifer Barry to Partner and Eric Natale to CFO
7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]
The Executive’s Guide to Navigating a Career Exit and Protecting Wealth
Whether planned or unexpected, leaving a company presents challenges and opportunities that have the potential to impact long-term wealth and lifestyle. Proactive financial planning is essential to making informed decisions and mitigating risk. Jarrett Solomon, Partner & Managing Advisor at Connecticut Wealth Management (CTWM), shares key financial considerations executives should evaluate when exiting a company. […]
Megan Trask of Connecticut Wealth Management Honored as HBJ’s Top 25 Women in Business Award Winner
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that Megan Trask, CFP®, Partner & Managing Advisor, has been named a Hartford Business Journal (HBJ) Top 25 Women in Business honoree. The Women in Business Award recognizes outstanding female leaders in the Greater Hartford business community. Honorees are distinguished by their professional accomplishments […]
Connecticut Wealth Management Promotes Jennifer Barry to Partner and Eric Natale to CFO
7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]
The Executive’s Guide to Navigating a Career Exit and Protecting Wealth
Whether planned or unexpected, leaving a company presents challenges and opportunities that have the potential to impact long-term wealth and lifestyle. Proactive financial planning is essential to making informed decisions and mitigating risk. Jarrett Solomon, Partner & Managing Advisor at Connecticut Wealth Management (CTWM), shares key financial considerations executives should evaluate when exiting a company. […]
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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
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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