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Featured Topics

bptw-awards-2023

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 […]

> Read More 03/03/2023
nicole-russo-microboard

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. 

> Read More 01/26/2023
2022-five-star-wealth-manager-recipients

14 from Connecticut Wealth Management Honored as 2022 Five Star Wealth Manager Award Recipients

FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over […]

> Read More 12/27/2022
bptw-awards-2023

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 […]

> Read More 03/03/2023
nicole-russo-microboard

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. 

> Read More 01/26/2023
2022-five-star-wealth-manager-recipients

14 from Connecticut Wealth Management Honored as 2022 Five Star Wealth Manager Award Recipients

FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over […]

> Read More 12/27/2022
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281 Farmington Avenue
Farmington, CT 06032-1911

(860) 470-0290

  • Services
  • Business Owners & Entrepreneurs
  • Executives & Professionals
  • Retirees
  • Life Transition
  • CTWM Insights
  • About Us
  • Culture & Careers
  • Contact Us
  • ADV2A March 25, 2022
  • Privacy Policy 2022
  • Form CRS April 6, 2022

Connecticut Wealth Management, LLC (RIA) is a SEC registered investment adviser. RIA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. RIA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of RIA’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by RIA  with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RIA.  A copy of RIA’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov, linked to this website, or directly from RIA upon request at no additional cost.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Testimonials are provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony.  The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Third Party Content:
Connecticut Wealth Management, LLC (RIA) throughout this website has provided links to various other websites. While the firm believes this information to be reasonably reliable, current and valuable to its clients, The firm provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

Written & Video Content:
The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.