Connecticut Wealth Management, LLC

Overview

Connecticut Wealth Management, LLC is a financial advisory firm based in Farmington, Connecticut, offering investment management and financial planning services. The firm specializes in providing personalized financial guidance to business owners, entrepreneurs, executives, professionals, and retirees, helping them achieve their financial goals and aspirations. Their services include financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and charitable planning. The firm's investment approach focuses on a diversified portfolio that includes fixed income, hedge funds, private equity, real estate, and venture capital. They cater to various stages of investment, such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily within the United States, serving clients across the country. Connecticut Wealth Management has been recognized for its commitment to excellence and client service. In 2025, the firm was named to the Forbes|SHOOK Top RIA list, ranking #108 nationally and among the top four firms in Connecticut. Additionally, the firm has been recognized as a Best Place to Work in Connecticut, reflecting its strong culture and employee satisfaction. These accolades highlight the firm's dedication to providing high-quality financial services and fostering a positive work environment.