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Connecticut Wealth Management

About Connecticut Wealth Management

Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor based in Connecticut, established in 2010. The firm specializes in financial planning and investment advisory services, emphasizing strong relationships with clients to understand their personal goals. CTWM operates with a fiduciary approach, prioritizing clients' best interests and fostering a positive workplace culture, recognized as a "Best Place to Work in Connecticut" for nine consecutive years.

Min project size

50,000+

Hourly rate

50 / hr

Employees

74

Locations

United States

Year founded

Founded 2010

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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