FARMINGTON, CTPosted a month ago

Company overview

Connecticut Wealth Management, LLC is a financial advisory firm that specializes in providing personalized wealth management services to individuals, families, and businesses. They generate revenue through a fee-based model, offering services such as financial planning, investment management, and retirement planning. Founded in 2010, the company has established a strong reputation for its client-centric approach and commitment to fiduciary standards. Their team of experienced advisors works closely with clients to develop tailored strategies that align with their financial goals and values. Connecticut Wealth Management is known for its community involvement and dedication to fostering long-term client relationships.