A complete list of active advisors currently associated with Connecticut Wealth Management, LLC

Warmer can help you find a great advisor at Connecticut Wealth Management, LLC or one who fits your needs even better.

Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting to individuals, trusts, estates, business owners, not‑for‑profits, and endowments under written agreements. The brochure also discloses private equity offerings and the use of independent investment managers as part of its advisory solutions. The firm typically pursues a primarily long‑term, diversified investment approach, constructing portfolios largely with no‑load mutual funds and ETFs while also using individual stocks, bonds, CDs, alternatives, options, and direct indexing when appropriate. CTWM describes a process driven by fundamental analysis and strategic asset allocation, with ongoing monitoring, rebalancing, and due‑diligence oversight of any recommended independent managers. Compared with many peers, CTWM’s disclosures emphasize several less common features: it manages over $4.4 billion with a multi‑advisor team and offers institutional retirement‑plan (3(21)) services in addition to individual wealth management, and it makes private equity available to qualified clients. The brochure also notes that certain associated persons are licensed to sell insurance and one principal is a registered representative of a broker‑dealer, and the firm’s marketing includes hypothetical performance examples and client testimonials — practices that are statistically uncommon among multi‑team advisers.

To learn more about the advisors currently working at Connecticut Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.