FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Taylor C. King has joined the company as a Senior Financial Advisor. Ms. King has over a decade of experience in the field, with comprehensive knowledge of the holistic financial planning and wealth management industry. She prides herself on her approachable and empathetic demeanor, and always strives to understand each of her client’s unique goals and values throughout the financial planning process.
Ms. King has helped guide hundreds of individuals and families through various life transitions and continues to play an integral role in developing strategic and innovative plans for CTWM clients.
“We’re so excited for Taylor to join our team, especially since she is philosophically aligned with CTWM’s unique approach to working with clients. Taylor’s expertise and passion for finding innovative planning strategies is an asset to our firm and her being here will only benefit our clients in the years to come,” commented Jarrett Solomon, Partner at CTWM.
“I am so excited to be a part of CTWM’s fantastic culture and vibrant community! As an advisor, I’ve developed a passion for helping my clients fully explore their values, to better align their financial lives with their personal priorities – whatever that means to them. In my experience, many clients are too busy to pause and reflect on this; others have focused so much on achieving success that it takes time and attention to shift their mindset to enjoying the fruits of that labor. These conversations are the highlight of my day, and I am thrilled to bring this experience to CTWM,” added Ms. King.
A Connecticut native, Taylor attended Miss Porter’s School before earning her bachelor’s degree at Hamilton College with double majors in Mathematics and Comparative Literature. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit www.CTWealthMgmt.com.