Honesty, transparency and acting in our clients’ best interests is our business model.
"It is not the strongest of the species that survives. Nor the most intelligent - but the one that is most responsive to change."
~ Charles Darwin
CTMA Wealth Management is a fiduciary, our business is structured to put our clients' needs first. It's in our DNA!
Fiduciaries are held to a standard requiring them to put their clients’ best interests above their own. A fiduciary manages assets on behalf of clients and owes them the duties of good faith and loyalty. As a fiduciary, CTMA has incorporated those values into our culture and everything we do.
Communities We Serve
CTMA strives to help veterinary clinics grow and thrive, which allows you to focus on what you do best - working with patients.
You can feel confident working with CTMA because we are not just advisors. As a fiduciary, we are your partner in the future.
With over 60 years of combined experience in some of the CU industry's top organizations, CTMA's expertise is your secret weapon.