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Edit Business | Connecticut Capital Management Group, LLC
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About Connecticut Capital Management Group (CCMG) is a Financial Services Firm. Our mission is to empower clients with the knowledge and resources they need to make advantageous decisions and to take consistent measures to protect and accumulate wealth. Impressum Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Connecticut Capital Management Group, L.L.C. and Connecticut Benefits Group, L.L.C. are not affiliated. Products Our firm services high net worth clients and their families with investable assets of $750,000+. We provide: Investment & Money Management, Tax Planning, Retirement Income & Distribution Planning, Family Wealth Planning, Risk Management & Insurance Planning. Connecticut Capital Management Group strives for comprehensive planning and asset management for our clients by working in conjunction with our clients’ various advisors and integrating our roles in the best interests of our clients. Additionally, we have developed a network of highly skilled professionals who share our high standards for client services and dedication to excellence. Together, with this extended team we are able to respond to the specific needs of our clients throughout their personal and professional lives. These professionals include: Elder Care Attorneys, Estate Planning Attorneys, Certified Public Accounts, Realtors, Property and Casualty Insurance Agents, Payroll Service Companies, Employee Relations Services, and more. For our corporate clients, we guide plan sponsors to create a best practices retirement plan that helps to protect them from liability and loss while promoting positive participant outcomes. Connecticut Capital Management Group, LLC is a member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity produce enhanced value for sponsors and participants in qualified and non-qualified plans. RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication. Today, RPAG is represented by over 370 member firms in 45 states, serving 21,000 sponsors with $86 billion in collective assets under advisement. As a member of RPAG, Connecticut Capital Management Group, LLC has access to a CFA-led research team and comprehensive Investment Due Diligence and Analysis resources to help increase opportunities for employees and address fiduciary liability concerns for plan sponsors.
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