Family Office · Farmington, CT, United States
Connecticut Wealth Management is a financial advisory firm based in Farmington, Connecticut, specializing in comprehensive wealth management and financial planning services for individuals, families, and business owners. Founded in 2010, the firm offers investment management, retirement planning, tax strategies, and estate planning, with a focus on personalized client service and fiduciary responsibility. Connecticut Wealth Management is recognized for its client-centric approach and has received industry accolades for its growth and workplace culture.
Customer segments
SMB, Mid-market, Enterprise, Consumer
Geography
US
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Connecticut Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Connecticut Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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