Connecticut River Wealth Management

Connecticut River Wealth Management Our firm specializes in helping individuals develop sound retirement strategies. Member FINRA/SIPC.

We educate our clients about financial concepts and products, with the intent to take the mystery out of investing, insurance, estate conservation, and preserving wealth. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
10/07/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Ever wonder about those free credit scores you get once a year?
10/05/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
10/02/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

09/30/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

Start building your child's financial future today with these key points to know about Roth IRAs.
09/28/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
09/25/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/23/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/21/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

09/18/2026

Your credit score may impact what you pay for auto and home insurance.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/16/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Address

155 Main Street, Suite 3
Manchester, CT
06042

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18604328111

Website

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