Family Office · Farmington, CT, United States
Connecticut Wealth Management, LLC is a financial advisory firm based in Farmington, Connecticut, founded in 2010. The company provides comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning, primarily serving high-net-worth individuals, families, and business owners. Connecticut Wealth Management is known for its client-focused approach and fiduciary commitment, offering personalized strategies to help clients achieve their financial goals.
Customer segments
SMB, Mid-market, Enterprise, Consumer
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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