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.​

A home is the single largest financial commitment for most people. What mortgage fits you best?
09/04/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
09/02/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Just entering retirement? Here's what you need to know.
08/31/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Learn the language of life insurance.
08/28/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/26/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/24/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
08/21/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

10 tips that can head-off marriage money problems.
08/19/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/17/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/14/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

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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