Connecticut Wealth Management

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Investment Management, Financial Planners, Financial Planning Consultants

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14 Years

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Map & DirectionsDirections30 Waterside Dr Ste 100Farmington, CT 06032 Write a ReviewWrite Review

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Connecticut Wealth Management

Tax Planning
We’re 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.

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Places Near Farmington with Investment Management

Plainville (5 miles)
New Britain (6 miles)
Newington (8 miles)
West Hartford (9 miles)
Berlin (11 miles)
Avon (12 miles)
Bristol (12 miles)
Hartford (12 miles)
Southington (13 miles)
Wethersfield (13 miles)

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AKA

Connecticut Wealth Mgmt

Connecticut Wealth Management, LLC

CT Wealth Mgt

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Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (860) 470-0290

Address: 30 Waterside Dr Ste 100, Farmington, CT 06032

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Connecticut Wealth Management

Tax Planning
We’re 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.
Charitable Giving
There are many people that are less fortunate than us and is why our team at CTWM strives to do our part to help make the world a better place through our charitable giving and community service. We continuously seek to leverage all our assets to do good in our communities.
Estate Taxes
Income Tax
To help you plan for the preparation of your income tax return, please find below the mailing schedule for your 1099 consolidated statements from LPL Financial. LPL Financial mails 1099 consolidated statements in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable. Wave Description 01/31 This […]

Investment Management
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, […]
Bonds
Wealth Management
The world moves fast. We’ll help you stay up to date on the latest news and trends that are affecting the economy, businesses, and life in general and the implications they have on investing & wealth management, and proactive steps to consider in adjusting your financial plan or business processes.

Accounting Services

Financial Planning
People hire people to do their financial planning. And our people are knowledgeable, experienced, and care about our clients’ well-being.
Retirement Planning
Long Term Care
The pieces of your financial life may be scattered in different places, but we’ll help you bring them all together. We’ll review your taxes, insurance coverage, long-term care planning, stock options, estate plan, and business succession plan with objectivity to make sure that what you have supports what you want to accomplish in life. We make sure you have the information you need to make the best decisions for you, and we will ask you to think about your options in a way that you’ve never considered before.
Asset Management
We ensure that your investments align with your overall comprehensive plan, including your time horizon, feelings about risk, and tax considerations. In addition, our Investment Committee meets regularly to discuss risk-mitigation strategies. We consider not only your asset allocation and sub-asset allocation, but also your asset location, to make sure your assets are held in the most tax-efficient manner.
College Funding

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