Connecticut Wealth Management offers personalized investment management and financial planning services to individuals, families, business owners, and executives. The firm focuses on long-term investment strategies, primarily utilizing mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments tailored to each client's specific goals and risk tolerance. Financial planning services cover all major aspects of a client's financial situation, including retirement planning, tax strategies, estate planning, cash flow analysis, education savings, and risk management. Connecticut Wealth Management also provides advisory services to retirement plans and business consulting services. The firm operates with a fiduciary duty to act in its clients' best interests and primarily manages portfolios on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are typically structured on a tiered basis with reduced rates for larger portfolios. The maximum account fee is 1.35%. Fees are negotiable at the advisor's discretion.