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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Connecticut Wealth Management

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Farmington, CT
Connecticut Wealth Management

We are committed to helping turn life's aspirations into reality for our clients and team.

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.

09/02/2026

How do some companies continue growing while others plateau?

Join us for our next In Good Company event featuring revenue growth advisor Nate Wolfson for a practical discussion on generating referrals, increasing revenue, and creating a culture where growth becomes everyone's responsibility.

We're looking forward to another evening of insights, conversation, and connection with our business owner community.

📅 Monday, September 14th
🕔 5:00 PM – 7:00 PM
📍 281 Farmington Avenue, Farmington, CT

🔗 Register now: https://ctwealthmgmt.com/in-good-company/

08/20/2026

We're excited to welcome three new Analysts to CTWM: Josh Mangini, Nishaan Patel, and Eric Pitruzzello!

We're thrilled to have them join our team and look forward to the perspectives and energy they'll bring as they begin their careers at CTWM.

Welcome aboard!

08/18/2026

Selling a business isn't a solo endeavor. It's a team sport.

In our latest episode of In Good Company, Ramsey Goodrich of Carter Morse & Goodrich joins Denis Horrigan and Kevin Leahy to discuss what he calls the "Core Four," the four advisors every business owner should have in place before pursuing a business transition:
✔️ Wealth Manager
✔️ CPA
✔️ M&A Attorney
✔️ Investment Banker

Each advisor brings a unique perspective to the table, helping business owners navigate everything from tax strategy and estate planning to legal considerations and transaction ex*****on.

🎧 Listen to the full episode to hear why building the right advisory team can be just as important as preparing the business itself:

08/13/2026

We’re proud to announce that Eric Natale has been named an Hartford Business Journal 40 under Forty honoree! This accolade recognizes young professionals for their impactful leadership and professional achievements.

As Partner & CFO, Eric has been instrumental in shaping CTWM’s long-term growth strategy, financial infrastructure, and enterprise planning, helping CTWM to grow while maintaining the personalized service that is at the center of our mission.

Eric leads with drive, integrity, and empathy, embodying our core values every day. This well-deserved recognition reflects the contributions he has made to our firm, our clients, and community.

Congratulations, Eric!

hartfordbusiness.com/article/meet-hbjs-2026-40-under-forty-class/

08/11/2026

This month, we are proud to recognize six incredible team members who are celebrating work anniversaries with CTWM:

-Jarrett Solomon, Partner & Managing Advisor – 15 years
-Labib Fasihuddin, Managing Advisor – 9 years
-Ashley Fleming, Operations Coordinator – 5 years
-Tracy Hains, Client Relations Specialist – 5 years
-Robin Smith, Office/Building Manager – 5 years
-Deborah Hopper, University Ambassador – 5 years
-Jo Ann Keller, Senior Relationship Manager – 3 years

Special congratulations to Jarrett Solomon for hitting a significant milestone of 15 years!

Each of these individuals has made meaningful contributions to our firm’s success, and we deeply appreciate their continued commitment and hard-work.

08/06/2026

Last Friday, the ladies of CTWM came together at Wampanoag Country Club for a day of golf and connection.

The outing began with a group lesson, followed by lunch and an afternoon on the course.

Experiences like these help strengthen our culture by fostering meaningful relationships, encouraging collaboration, and creating opportunities to connect outside of the office.

Thank you to all who joined us! And thank you to Kathy Christensen, Jen Barry and Megan Trask for hosting us.

08/04/2026

In exit planning, be the tortoise, not the hare.

In the latest episode of In Good Company, Ramsey Goodrich joins Denis Horrigan and Kevin Leahy to discuss why a successful exit means tiptoeing to the starting line, then sprinting to the finish.

Successful business transitions rarely happen overnight. Ramsey shares why taking the time to think through your long-term goals before making a move can make all the difference.

If you're beginning to think about your exit or wondering when to start planning, this episode offers practical insights to help you prepare.

🎧 Listen to the full conversation: https://ctwealthmgmt.com/news-story/in-good-company-the-transition-behind-a-business-sale/

07/30/2026

Happy National Intern Day!

Today, we're celebrating our six interns who have made a meaningful impact across our teams through their hard work, enthusiasm, and curiosity: Sara Buglione, Emory Anderson, Melissa Varney, Chelsea Fredericks, Michelle Maia, and Julieann Voight.

We’re grateful for their dedication and contributions, and look forward to seeing their continued growth and success!

Learn more about their backgrounds, interests, and key takeaways from the internship experience so far.

07/23/2026

Earlier this week, we celebrated one year of In Good Company, our business owner community focused on meaningful dialogue and shared learning.

To mark the milestone, we turned the discussion over to our attendees, asking what challenges they’re facing today and what topics would be most valuable moving forward.

The themes were clear: talent, succession planning, business growth, leadership, and navigating uncertainty remain top priorities for business owners.

Thank you to everyone who has joined us over the past year. Your insights continue to shape the program, and we look forward to bringing business owners together to learn, connect, and share experiences.

07/21/2026

We're proud to continue our long-standing partnership with Hartford Youth Scholars in support of their mission to transform lives through education.

Hartford Youth Scholars empowers Hartford middle schoolers with the academic and personal skills to succeed, then supports them through high school and college graduation, helping cultivate a new generation of scholars and leaders.

At CTWM, investing in organizations whose values align with our own is an important part of our commitment to the communities we serve. We're honored to support this meaningful work.

Address

281 Farmington Avenue
Farmington, CT
06032

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.ctwealthmgmt.com/

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