CT Wealth Management On Building A Winning Client Experience

Connecticut Wealth Management Investment Team

When Connecticut Wealth Management, LLC (CTWM) was founded in 2010, the firm’s founders set out to revolutionize the wealth management industry by putting clients and teammates first. By being equally committed to both its clients and team, CTWM is able to provide exceptional service that results in genuine relationships and great experiences for all.

Working with a range of client types — from business owners, executives/professionals, and retirees to multigenerational families, divorcees, and special needs parents, collaboration is at the core of everything that Connecticut Wealth Management does. Clients not only have a dedicated advisor, but also have a devoted, experienced team at their disposal that continuously works to ensure their best interests come first, always. In addition to maintaining a low client-to-advisor ratio, CTWM’s services are deeply rooted in the financial planning process – investment, tax, risk management strategies and more are all built within the context of the client’s personal plan.

CTWM truly takes its mission statement to heart: turning life’s aspirations into reality for its clients and team. While both the firm’s client base and team members have grown in the last 10+ years, with rapid expansion on the horizon, the firm remains committed to providing an environment that feels small and personalized to both clients and team alike.

Connecticut Wealth Management is ranked #42 on this year’s Top 100 ETF Power Users List with over a billion in ETF assets across 82 ETFs, 9 issuers and 24 sectors (as of 12/31/22). View More

The 2023 RIA Channel Top 100 RIA ETF Power Users Ranking showcases wealth management firms based on their aggregate total firm ETF assets. 

RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Total ETF assets were aggregated by RIA Database (RIADatabase.com). Assets under management are as reported to the SEC as of December 31, 2022.

RIA Database® is the leading provider of advisor data, profiles and prospecting software for the financial services industry. They manage current and historical profiles on over one million advisors across all channels: the RIA Channel, broker/dealers, family offices, foundations, institutional investors and banks. They are producers of the Forbes Top RIA list for over ten years and provide surveys and rankings for several industry publications as well.

RIA Channel® provides investment webcasts, research, podcasts and videos from thought leaders, portfolio managers and financial advisors. We offer complimentary continuing education content daily.

To view the full Top 100 ETF Power Users List, head here.