Connecticut Wealth Management

Connecticut

A unique financial planning and investment advisory firm catering to individuals, families, business owners and executives.

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If you are looking for financial services.

Description

You can count on us to lead you through every stage of the financial planning process and give you peace of mind that we have every detail covered.

Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisers offer personalized strategies designed so each client can identify, plan and work toward their unique financial goals. At any point in our process, our clients have the peace of mind that comes with transparent monitoring of their accounts.

Our independent, objective business model aligns our thinking with that of our clients. As a result, our financial advisors offer personalized strategies designed so each client can identify, plan and work toward their unique financial goals. Along the way, you'll pursue the peace of mind that comes with transparent monitoring of all of their accounts -- all of this with the backdrop of an independent, objective, seasoned team of advisers. Welcome to what financial planning should be.

Services

  • Financial planning
  • Asset management

Contact Info

Contact: Tracy Leahy

Street: 281 Farmington Avenue

City: Farmington

State: CT

Zip: 06032

Phone: 860-470-0290

Email: info@ctwealthmgmt.com

Website: Connecticut Wealth Management

Categories

Business Expertise Capital Industry Expertise