Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC a registered investment advisor (RIA) whose experienced and credentialed fiduciary professionals use holistic financial planning, tax planning, and investment advice to help high-net-worth individuals achieve their goals — from business owners, executives/professionals, and retirees to multigenerational families, divorcees, and special needs parents. Our financial advisors offer personalized strategies designed so each client can identify, plan and work towards their unique financial goals.