Connecticut Wealth Management, LLC of New Britain

Connecticut Wealth Management, LLC of New Britain is a financial planner in New Britain, CT, located at 281 Farmington Ave. The firm serves individuals, families, business owners, executives, retirees, multigenerational families, divorcees, and special needs parents with customized financial planning and investment advisory services. As a registered investment advisor, the firm operates as a fiduciary, providing holistic advice on tax planning, estate planning, retirement readiness, and wealth management. It holds a rating of 5.00 based on 281 reviews.

The firm maintains a low client-advisor ratio of 35:1 to ensure personalized attention and prioritized service. Clients are supported by a team that includes dedicated Client Service Specialists, centralized Investment and Planning teams, and credentialed fiduciary professionals. The planning process begins with an in-depth conversation about values and goals, followed by the development of a personalized financial plan that addresses life’s uncertainties through “what if” scenarios. Services include executive compensation and stock option planning, insurance coverage review, long-term care planning, and business succession planning. The firm also assists with 401(k) plan governance, investment lineup management, vendor coordination, and participant education for plan sponsors.

For endowments, foundations, and non-profits, the firm acts as a personal Chief Investment Officer, providing investment policy statement development, strategic asset allocation, manager selection, and ongoing oversight. The investment approach considers asset allocation, sub-asset allocation, and asset location to optimize tax efficiency. The firm conducts annual tax assessments, evaluates holdings to avoid unwanted capital gains, and reviews stock options for optimal exercise timing. An Investment Committee meets regularly to discuss risk-mitigation strategies. The firm works closely with clients’ other trusted professionals, such as estate planners, accountants, and attorneys, to ensure coordinated wealth planning.

Connecticut Wealth Management has been serving clients since its founding in 2010. The firm emphasizes a culture of continuous self-improvement and professional development for its team members. Clients receive proactive support through ongoing reviews and timely check-ins to adapt strategies as markets shift or life circumstances change. The firm’s approach focuses on protecting and developing what clients value most, providing a touchstone in times of uncertainty.

With a 5.00 rating from 281 reviews, Connecticut Wealth Management, LLC of New Britain demonstrates a strong local reputation for genuine financial advising and client-centered service in New Britain.

The business is situated on Farmington Ave, approximately 0.3 miles from Farmington Avenue and 0.5 miles from Washington Park.

BizScoreAI awarded a technical score of 96 out of 100, ensuring the website is secure and indexable for search engines. The content quality score of 75 out of 100 means the site clearly answers customer questions for AI assistants to quote. The firm ranks number 2 of 6 Financial Planner businesses that BizScoreAI has scored in New Britain.