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 unbiased 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!
Financial Planning Based On Your Objectives
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:
- Wealth Management
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Charitable Planning
- 401(k) Plan Design and Management (for companies)
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.
The Process Starts With You
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.
Our mission is to empower you with the knowledge and resources you need to preserve and grow your assets.
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.
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
- 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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