Eric Tashlein, CFP, founded Connecticut Capital Management Group, LLC in 1998. He was an early proponent of an objective fiduciary-based model. He envisioned a firm where advisors provided personalized advice while working diligently on behalf of the client to achieve their goals. Today, our team has grown but our commitment to our client’s financial well-being remains unchanged.
Based in Milford, Connecticut, the firm has clients nationwide but concentrates on the Greater New Haven, Hartford and Fairfield County areas, as well as Florida. Connecticut Capital has a satellite office in West Palm Beach to better serve New Englanders who winter in Florida or retire to the area.
The advisors at CCMG are fiduciaries, meaning that we act as your agent, always placing your interests first, above our own interests. That differs significantly from the model at large brokerage firms, whose advisors are merely required to recommend investments that are suitable for the client. That leaves room for a broker to suggest financial solutions that are in the brokerage firm’s best interest as well.
Our advisors are affiliated with Cambridge Investment Research, Inc., an independent broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. These organizations allow us to offer non-proprietary solutions from a wide variety of companies. By aligning ourselves with Cambridge, we are able to provide objective investment advice.
You deserve a financial partner who adheres to the industry’s highest standards of service. Contact us today and we’ll begin earning your trust daily!
At CCMG, we are passionate about helping high achievers manage the assets they earn. We understand that you’re busy living your life and don’t have the time or expertise to properly handle your complex financial situation.
You need an experienced financial advisor who will analyze your financial status in the context of your life situation and individual goals, then design and implement a solid financial plan. We provide the following services:
We help you grow and preserve your wealth while planning for your retirement.
You’ll work with financial advisors who offer the experience, breadth of knowledge, and objectivity you need to reach your life goals.
Our financial advisors listen closely to you in order to learn your values and goals. Once your goals are in place, we continually monitor your results and adjust your portfolio based on changes in the markets, the economy, and your life situation. We provide you with regular updates on both the overall economy and your financial progress.
Providing the highest level of personal service is important to us. That is why we purposely limit the number of clients we serve, to protect the integrity of our relationship with you.