Connecticut Wealth Management, LLC, founded in 2010, is a registered investment advisor offering financial and tax planning and other advice to businesses, retirees, executives/professionals, multigenerational families and more.
Employee Benefits: The company offers five weeks paid vacation time and sabbatical leave for milestone anniversaries. Employees are given one additional week of vacation time and a lump sum equating to years of service. Seventy percent of medical, dental and vision costs are covered by CWM.
Fun & Relaxation: Employees and guests are treated to an all-expenses paid night out at Foxwoods, including hotel, food and beverages and activities. Other activities include retreats outside of the office and team-planned events like paint nights, happy hours, escape rooms and a Mystic boat excursion.
DEI Efforts: In 2020, the firm named its first female partner. Leadership opportunities for women and recruitment and training of young talent are emphasized. The team spans from ages 21 to 70-plus.