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.
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Frequently asked questions about Connecticut Wealth Management, LLC
What sectors does Connecticut Wealth Management, LLC invest in?
Connecticut Wealth Management, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Farmington, Connecticut, United States. Connecticut Wealth Management, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Connecticut Wealth Management, LLC invest at?
Connecticut Wealth Management, LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Connecticut Wealth Management, LLC invest in?
Connecticut Wealth Management, LLC invests across United States.
Who are the partners at Connecticut Wealth Management, LLC?
Team members listed for Connecticut Wealth Management, LLC include Claudia Jacques-Soto (Partner).
How do I contact Connecticut Wealth Management, LLC?
Connecticut Wealth Management, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database