Each role in our firm works towards to serving our limited number of families. We all work together to serve you in our focused team model.
Investment Advisor Representative
Client Service Associate
Check the background of investment professionals on https://adviserinfo.sec.gov/.
Connecticut Capital Management Group, LLC Firm Brochures:
ADV Part 2A 1.14.2022
Form ADV Part 3 – Client Relationship Summary
Entrepreneurs are great at building a business and getting it to the 20-yard line. They are not always as effective at figuring out how to get into the end zone.
If you’ve built a successful enterprise, chances are most of your assets are tied up in your business. Look ahead to your retirement years: Do you have a plan in place to convert your sweat equity into investment capital?
Get the most value by preparing early. Learn how to start planning for an unfettered life when it comes to selling your business, on our latest paper.
The Unfettered Wealth podcast with Eric Tashlein of Connecticut Capital, helps families, business owners, and successful professionals plan for better wealth outcomes. Imagine a lifestyle with certainty, confidence in your team, a clearer "why" for every decision, fewer what-ifs, and your life's work trasnsitioned into personal wealth. Eric will help you identify better wealth decisions, to achieve an unfettered life.
Who is Connecticut Capital?
Why work with an Independent Advisory Firm?
How will the 2020 SECURE Act Affect You?
Send us a message or ask a question