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Our Values

Excellence – We’ve set high standards for our financial planning, investment management and overall client experience. We want to be your most trusted advisor, the one you turn to as financial questions arise.

Integrity and Honesty – We put your needs and interests ahead of our own at all times. We are your advocate and your fiduciary.

Confidentiality – No one will know you’re a client unless you tell them. We hold to a strict code of client confidentiality and ensure the security of all information and data

Lifelong Learning – We are constantly reading, attending conferences and meeting with investment analysts and other economic advisors to ensure we are providing you with the highest level of service.

Transparency/Straightforward Cost – We disclose all costs upfront in writing so there are no surprises. 

Professional Alliances

Your Gateway To A Network of Advisors

When you partner with Connecticut Capital Management Group, you also gain access to a larger circle of highly skilled professional advisors who share our high standards of service and dedication to excellence.

We work closely with a network of advisors we can call on to address your specific needs, including:

  • Elder Care Attorneys
  • Estate Attorneys
  • Payroll Service Companies
  • Certified Public Accountants
  • Realtors
  • Employee Relations Services
  • Property and Casualty Insurance Agents

This network allows us to provide a broad array of family wealth management services ranging from real estate investing to elder care management.

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