Connecticut Wealth Management, LLC Email Format

Investment ManagementConnecticut, United States51-200 Employees

Connecticut Wealth Management, LLC is a registered investment adviser based in Farmington, Connecticut, offering holistic financial planning, tax planning, and investment guidance to high-net-worth individuals, including business owners, executives, and multigenerational families. With a focus on maintaining a low client-to-advisor ratio and a team-based approach, CTWM emphasizes comprehensive planning and tailored service. Operated in the investment management industry, the firm aims to align clients' long-term objectives with structured strategies.

Founded in 2010, CTWM serves clients from its Farmington headquarters as an adviser catering to the complex financial needs of high-net-worth clients. In May 2026, CTWM named Kelly McDaniel as president and owner, reflecting leadership changes as it expands its service capabilities. CTWM was also recognized as a Best Place to Work in Connecticut for 2026, marking its tenth consecutive year on the list.

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