JB

Joshua Brier

Chief Operating Officer

Connecticut Wealth Management, LLC

Boston, Massachusetts


Contact Information

Email
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Company Information

Company
Connecticut Wealth Management, LLC
Industry
investment management
Employees
72.0
Seniority
C suite
Annual Revenue
17918000.0

Technologies

Salesforce Cloudflare DNS Outlook DigitalOcean reCAPTCHA Vimeo Google Tag Manager Gravity Forms Google Dynamic Remarketing Shutterstock Mobile Friendly Google Analytics DoubleClick Conversion WordPress.org Nielsen Display Ads (Formerly eXelate) Bluekai Google AdWords Conversion DoubleClick Rubicon Project Linkedin Marketing Solutions Circle AI

Keywords

financial planning asset management executive benefits business succession planning business owner planning risk management tax planning estate planning wealth management investment management exit planning charitable gift planning financial advisors holistic planning retirement planning fiduciary services tax strategy executive compensation personalized financial plan client-centric approach wealth protection stock options long-term care planning philanthropic planning insurance coverage retirement income income strategy investment strategies comprehensive financial services proactive financial management retirement goals regulatory compliance financial security financial independence financial goals investment risk assessment market analysis economic conditions client education continuous improvement wealth preservation portfolio management financial risk mitigation succession planning ownership transition business valuation family wealth management multi-generational wealth financial clarity customized solutions legacy planning community engagement financial success client relationship management law practice legal services financial services

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