Connecticut Wealth Management, LLC Employee Directory

Q: What is Connecticut Wealth Management, LLC known for?

Connecticut Wealth Management, LLC was founded in 2010. Connecticut Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementConnecticut, United States51-200 Employees

Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a focus on maintaining a low client-to-advisor ratio, crafting comprehensive financial plans, and employing a team approach, CTWM's experienced advisors strive to provide exceptional service while fostering genuine relationships.

For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.

Find Connecticut Wealth Management, LLC employees' phone numbers or email addresses

Connecticut Wealth Management, LLC Global Highlights

North America
101

United States Of America
101

Connecticut Wealth Management, LLC's Leadership

J. I. B.
Chief Operating Officer
Mobile Phone
Email
E. N.
Chief Financial Officer
Mobile Phone
Email
R. D. C.
Chief Compliance Officer
Mobile Phone
Email
K. L.
Founder, President & Ceo
Mobile Phone
Email
D. M. H.
Partner & Co-Founder
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email
C. O.
Partner
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email

Contact profiles from Connecticut Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

M. T.
Partner And Cfo
Mobile Phone
Email
United StatesConnecticut
Sep 11, 2025
R. D. C.
Chief Compliance Officer
Mobile Phone
Email
United StatesConnecticut
Dec 12, 2025
C. J.
Partner
Mobile Phone
Email
United StatesConnecticut
Nov 19, 2025
P. L.
Partner
Mobile Phone
Email
United StatesConnecticut
May 20, 2025
E. W.
Partner, Chief Client Officer
Mobile Phone
Email
United States
Nov 24, 2025
A. R.
Director Of Growth
Mobile Phone
Email
United StatesMassachusetts
Nov 24, 2025
D. H.
Director Of People
Mobile Phone
Email
United StatesConnecticut
Sep 10, 2025
J. S.
Director Of Investments
Mobile Phone
Email
Nov 24, 2025
T. C. D.
Director, Client & Team Experiences
Mobile Phone
Email
United StatesConnecticut
Nov 06, 2025
A. M.
Controller
Mobile Phone
Email
United StatesConnecticut
Nov 10, 2025

Frequently Asked Questions

What is Connecticut Wealth Management, LLC known for?

Connecticut Wealth Management, LLC was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-860-470-****

. Explore Connecticut Wealth Management, LLC's company overview page for more information.

What is Connecticut Wealth Management, LLC's most common email format?

Connecticut Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Connecticut Wealth Management, LLC email formats with LeadIQ.

How many employees does Connecticut Wealth Management, LLC have currently?

Connecticut Wealth Management, LLC has approximately 77 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Connecticut Wealth Management, LLC's key employees and leadership?

As of December 2025, Connecticut Wealth Management, LLC's key employees include:

Chief Operating Officer: J. I. B.
Chief Financial Officer: E. N.
Chief Compliance Officer: R. D. C.
Founder, President & Ceo: K. L.
Partner & Co-Founder: D. M. H.

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