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Find Your Balance: Aligning Time & Values for Your Next Chapter

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281 Farmington Avenue
Farmington, CT 06032-1911

Services
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Retirees
Life Transition
CTWM Insights
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Contact Us

ADV Part 2A 2024
Privacy Policy 2024
Form CRS 2024

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.