Family Office · Farmington, CT, United States
Connecticut Wealth Management, LLC is a financial advisory firm based in Farmington, Connecticut, specializing in wealth management and financial planning services for individuals, families, and business owners. Founded in 2010, the firm offers personalized investment management, retirement planning, tax strategies, and estate planning. Connecticut Wealth Management is known for its client-focused approach and has received recognition for its growth and workplace culture in recent years.
Business models
services
Customer segments
Business Owners, Executives, Retirement Plan Sponsors, Endowments, Foundations & Non-Profits, Retirees
Geography
US
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Connecticut Wealth Management, LLC 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, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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