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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.

05/29/2026

🌟 Welcome to the CTWM team!

We’re excited to welcome Leo O’Connor, our new Client Service Specialist. Leo’s background in relationship building and client support aligns closely with the personalized, team-oriented experience we strive to deliver at CTWM.

We’re thrilled to have him on board. Please join us in giving Leo a warm welcome!

05/27/2026

One of the most memorable moments from a recent episode of the In Good Company podcast came from a story about 65 ruined apple pies the night before Thanksgiving.

What started as a simple communication mistake became a lasting lesson about leadership.

Rather than blaming her staff member, Michelle Nicholson of The Flour Girl reflected on the assumptions that led to the mistake and the responsibility leaders have to communicate clearly.

The story is funny now, but in the moment, it meant remaking 65 pies overnight with help from her local community.

It's a great reminder that small communication gaps can become big problems, especially in growing businesses.

Listen to the full episode now: https://ctwealthmgmt.com/news-story/in-good-company-how-a-home-bakery-became-a-community-built-business/

05/21/2026

If you missed our latest In Good Company event, you missed a special night. ✨️

Business owners gathered for the kinds of conversations that rarely happen openly: candid discussions about succession, valuation, legacy, leadership, and the emotional realities of eventually stepping away from a business.

A huge thank you to Ramsey Goodrich of Carter Morse & Goodrich and Keith Dee of Osage Advisors, LLC for an engaging and insightful discussion alongside our own Denis Horrigan.

What stood out most wasn’t just the content. It was the energy in the room.

People leaned in. Conversations continued long after the program ended. There was a shared recognition that succession planning is about far more than a transaction.

The biggest takeaway of the night may have been this: successful succession plans start long before an owner is ready to exit.

In Good Company is quickly becoming a place business owners want to be, a forum for thoughtful conversations and real insight from peers who just get it.

We’re already looking forward to the next one! Make sure you’re in the room.

05/18/2026

BIG NEWS!

We’re excited to welcome to CTWM and announce the integration of DeLisaGroup into our firm.

Kelly brings decades of experience working with business owners on leadership, succession, and organizational strategy—the decisions that shape what happens inside the business, not just on the financial side.

As shared:
“Business owners don’t experience their challenges in silos. This integration further positions CTWM as a partner not only in managing wealth, but in helping build and sustain the organizations behind it.”

For Kelly, this move is a natural fit:
“I’m excited to bring what I’ve learned into a team that already thinks this way, and to help build something that supports clients in a way that feels real, practical, and lasting.”

Read the full press release here: https://ctwealthmgmt.com/news-story/connecticut-wealth-management-integrates-delisagroup-and-welcomes-kelly-mcdaniel/

05/14/2026

A few weeks ago, members of our team spent the day giving back at New Britain High School.

Together, we helped plant an orchard of apple, pear, and cherry trees while also refreshing the garden beds and walkways around campus.

We’re grateful for the opportunity to support a space that will continue to grow and benefit students and the community for years to come. Thank you to everyone who volunteered their time and energy to make the day a success! 🍎🍐🍒

05/11/2026

There’s something special about seeing a business owner’s vision come to life in person!

Recently, we took a field trip to The Flour Girl, where founder Michelle Nicholson welcomed us to her incredible four-building campus for a firsthand look at the business she’s built.

From the bakery and café to the event space and country store, every corner reflected Michelle’s creativity, passion, and entrepreneurial spirit. Beyond the conversation, our team enjoyed a delicious lunch, toured the campus, and left with plenty of amazing baked goods. 🍪🥐

We always enjoy learning more about the people and stories behind the businesses that make our communities special.

🎧 If you haven’t already, tune into the latest episode of the In Good Company podcast to hear Michelle’s story and what it takes to grow a thriving business with intention: https://ctwealthmgmt.com/news-story/in-good-company-how-a-home-bakery-became-a-community-built-business/

05/08/2026

🎉 Celebrating Our Team This May!

This month, we’re recognizing three teammates for their work anniversaries and the contributions they make to our team each day:
• Rachel Puleo, Client Service Specialist – 3 years
• Mia Servidone, Financial Planner – 3 years
• Chip Olson, Partner & Managing Advisor – 3 years

Thank you for the energy, collaboration, and care you bring to CTWM and the clients we serve. We’re proud to celebrate these milestones with you!

05/06/2026

Great morning with the Financial Planning Association of Connecticut.

At CTWM, we believe the best planning comes from collaboration and continuous learning, both of which were on display.

Opportunities like this make us better partners to our clients as we help turn their aspirations into reality.

05/04/2026

📣 We’re Hiring!

Join the CTWM team and be a part of our culture. We’re currently growing and looking for:

✅ Client Service Associate (entry-level)
✅ Client Service Specialist

👉 Apply now: https://ctwealthmgmt.com/careers/

05/01/2026

Proud to support the United Way of Central and Northeastern Connecticut 6th Annual Building Foundations Breakfast, an event focused on preventing homelessness for children and families and helping individuals secure stable housing.

It was powerful to be in a room with many local business owners and community leaders committed to strengthening the communities where they live and work.

Much of our work at CTWM centers on helping business owners align their business and personal finances to achieve the goals and impact they want to create.

Events like this are a reminder of how often those priorities extend beyond the business itself. Grateful to play a small role in that broader impact.

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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