Connecticut Wealth Management

People hire people to do their financial planning. And our people are knowledgeable, experienced, and care about our clients’ well-being. Our team of advisors averages more than 20 years of experience. All of our senior advisors are credentialed as CERTIFIED FINANCIAL PLANNER (CFP®) practitioners and/or Professional Financial Specialists. And we are an SEC Registered Investment Advisor, which means that we are fiduciaries that put our clients’ interests first.