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, LLC provides financial planning, investment management, retirement-plan advisory, and non-investment business consulting to individuals, trusts, estates, non-profit organizations, businesses, and executives. The firm serves clients through discretionary and non-discretionary portfolio management and also provides fee-based consulting and 3(21) fiduciary support for plan sponsors and fiduciaries. CTWM’s investment approach is primarily long-term and grounded in fundamental analysis, using strategic asset allocation and portfolios typically composed of no‑load mutual funds and ETFs, while also employing individual stocks, bonds, options, direct indexing, and alternative investments as appropriate. The firm may recommend independent managers, performs ongoing due diligence and monitoring, and tailors portfolios to client goals, risk tolerance, and circumstances; it also offers private equity investments to qualified clients. Noteworthy aspects include a stated typical minimum account size of $2.5 million and the inclusion of private equity commitments in client assets under management (with underlying fund fees borne by the fund), which the firm bills quarterly. The brochure discloses that certain management persons are registered representatives of a broker‑dealer and are licensed insurance agents who may receive commissions for insurance or annuity products; CTWM also provides separate business advisory services and retirement-plan consulting—arrangements and the sale of other financial products that are less common among similarly sized multi‑team firms.

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.