Connecticut Wealth Management, LLC

51 employees • 281 Farmington Ave, Farmington, CT, 06032, United States

Last Updated Jul 9, 2025

Company Overview

Company Name

Connecticut Wealth Management, LLC

Address

281 Farmington Ave, Farmington, CT, 06032, United States

Employees

51

Established

2010

About Connecticut Wealth Management, LLC

Connecticut Wealth Management is a financial planning and investment advisory firm based in Farmington, CT, United States. The company serves individuals, families, business owners, and executives, providing customized financial plans and holistic wealth management services. With approximately 51 employees, Connecticut Wealth Management is known for its fiduciary approach, low client-to-advisor ratio, and team-based approach to addressing clients' financial needs.

Frequently Asked Questions about Connecticut Wealth Management, LLC

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Social Profiles

Key Decision Makers

Megan Trask Partner
LinkedIn
Kevin Leahy Founder, President & CEO
LinkedIn