Empowering Your Success Beyond the Boardroom
As an executive, your plate is always full—balancing career demands, family, and financial responsibilities. Optimizing it all can feel overwhelming, especially when it comes to making critical decisions that impact your future.
At Connecticut Wealth Management (CTWM), our experienced financial advisors partner with you to streamline your financial life and help you make informed decisions.
Real Solutions for the Challenges You Face
| Common challenges we hear: | How CTWM can help: |
|---|---|
| “How can I make sense of my stock options, deferred compensation, and other complex benefits?” | We will build a strategy that seeks to optimize your compensation, minimize taxes, and preserve your wealth, helping to maximize every opportunity. |
| “How can I grow my wealth without constant oversight, given the demands of my career?” | Our proactive approach aims to ease your burden by managing your entire financial picture, allowing you to focus on your career. |
| “Is my portfolio too concentrated in company stock? How do I start to diversify?” | We will create a tailored diversification strategy that seeks to balance risk, protect your wealth, and align with your long-term goals. |
| “How can I secure my family’s financial future regardless of what happens in my career?” | We help you navigate the pressures of corporate life, by providing strategies that help secure your financial future and stay prepared for any challenge. |
| “How can I transition from my fulfilling career to spending more time with my family?” | We will help you assess your financial readiness for the next chapter, giving you the freedom to explore new passions at your own pace. |
Secure Your Future
Your career has brought you success, but with that success comes unique financial challenges. At CTWM, we understand the intricacies of executive compensation and wealth management, providing you with the clarity and confidence to protect what matters most.
Our priority is to make sure you are supported at every step, so you can focus on today while knowing your future is secure.
Personalized Services for Executives
Our team is deeply familiar with executive compensation packages from leading Connecticut companies like Cigna, Otis, Prudential, Raytheon, The Hartford, and Travelers. Our team brings experience and knowledge to optimize your benefits and align them with your goals.
- Executive Compensation Review & Planning
- Management of Stock Grants & Awards
- Tax Strategy & Planning
- Savings & Wealth Accumulation
- Retirement Planning
- Estate Planning