Our History
Connecticut Capital Management Group was founded in 1998 in Milford, Connecticut, with a commitment to integrity, transparency, and personalized financial guidance. From the very beginning, we’ve focused on building long-term relationships, and many of our clients have been with us since day one.
Over the years, we’ve continued to grow and adapt to meet the evolving needs of our clients and the financial industry. What hasn’t changed is our unwavering dedication to those we serve.
With deep roots in Milford and along the shoreline of Connecticut, our team is actively involved in the local community. These strong connections reflect our belief that true financial guidance is built on trust, shared values, and a lasting partnership.
Our Purpose
To be the trusted, dependable partners our clients call when life happens. We provide clarity, confidence, and purpose by aligning wealth with what matters most.
What We Believe In
Our values guide everything we do. They shape our recommendations, our interactions, and our approach to financial planning.
People-First
We’re more than a team—we’re a community. We care deeply about our clients and one another, building loyal, long-lasting relationships grounded in trust, empathy, and shared success. We celebrate milestones, show up in life’s highs and lows, and provide not just financial guidance, but financial partnership.
Empowering
We are here to help people—both our team and our clients—become the best versions of themselves. We empower through clarity, education, and context, giving others the confidence to make intentional, values-driven choices. We help people recognize their worth, accomplishments, and live with intention.
Relentlessly Curious
We believe in being deeply knowledgeable and endlessly curious. Our team approaches every challenge with a desire to learn, grow, and improve— always in service of better outcomes for our clients. We pursue education, ask questions, seek understanding, and stay open to new ideas so we can deliver advice that’s truly personal and impactful.
Excellent, Always
We hold ourselves to the highest of standards. We bring care, precision, and intentionality into every action. We are proactive, thoughtful, and thorough, anticipating needs before they arise. Whether it’s a financial plan or a simple follow-up, we aim to provide meaningful value by anticipating and meeting your needs with care.
Guided by a Strong Moral Compass
Honesty, transparency, and selflessness guide our actions—especially when no one is watching. We do what’s right, even when it’s hard. Integrity isn’t just a value for us—it’s a way of life.
Awards & Recognition
Industry Awards
- Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars
- Brian Parke was recognized among the “40 Under 40” by Investment News, highlighting how connecting with and understanding clients is the true difference maker.
- Five Star Professionals
- Awarded to Brian and Jordan for outstanding service and client satisfaction.
- Excellence Award – RIA Team of the Year
- Honoring our firm’s collaborative excellence and leadership in the Registered Investment Advisor space.
- AdvisorHub – Top 250 RIAs
- Recognized among the top independent advisory firms nationwide.
- AdvisorHub – Advisors to Watch
- Brian was named an “Advisor to Watch” in both 2024 and 2025.
Community Recognition
- Best of Milford
- 2nd Place – Best Financial Advisor
- 2nd Place – Best Wealth Manager
Our Fiduciary Commitment
We take our fiduciary seriously. As fiduciaries, we are required to put your interests first. We are not incented to recommend or act on anything other than what is in your best interests, which allows us to provide unbiased advice focused solely on what’s best for you.
