Connecticut River Wealth Management

Connecticut River Wealth Management Our firm specializes in helping individuals develop sound retirement strategies. Member FINRA/SIPC.

We educate our clients about financial concepts and products, with the intent to take the mystery out of investing, insurance, estate conservation, and preserving wealth. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed

by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
06/03/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
06/01/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/29/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Consider a bucket plan to go with your bucket list.
05/27/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

There are ways to protect your business in the event of your death or the death of a partner.
05/25/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Here are 5 facts about Social Security you absolutely need to know.
05/22/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

For a small business, the loss of a key person could cause financial hardship.
05/20/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
05/18/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/15/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

How literate are you when it comes to your finances? Brush up with these five basics.
05/13/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Address

155 Main Street, Suite 3
Manchester, CT
06042

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18604328111

Website

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