linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Connecticut Wealth Management, LLC

Headquartered in FARMINGTON, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.

Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

assets under advisement

Assets under advisement

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CONNECTICUT WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

FARMINGTON, CT

location

Farmington, CT

Advisors at Connecticut Wealth Management, LLC

View All 36 Advisors
Unclaimed
Samuel Michael Debono

CFP®, RA

FARMINGTON, CT

View Profile
Unclaimed
Rudolph Louis Melk

RA

FARMINGTON, CT

View Profile
Unclaimed
Mia Rose Servidone

RA

FARMINGTON, CT

View Profile
Unclaimed
William Patrick Horigan

CFP®, RA

FARMINGTON, CT

View Profile
Unclaimed
Jake Woznyk

RA

FARMINGTON, CT

View Profile
Unclaimed
Daniel Murphy Ballou

CFP®, RA

FARMINGTON, CT

View Profile
Unclaimed
Kevin Briganti

CFP®, RA

FARMINGTON, CT

View Profile
Unclaimed
Eric Francis Natale

RA

FARMINGTON, CT

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Connecticut Wealth Management, LLC is right for you?

Disclosures

There are no public disclosures for Connecticut Wealth Management, LLC.

Frequently Asked Questions (8)

Not sure if Connecticut Wealth Management, LLC is right for you?