CTMA's Latest Podcast, click below to listen or click here to go to our Podcast page
Advisory clients have portfolios designed to generate yield and weather storms like the one we are currently in. In this special Podcast, Chris Abely will talk through the markets, risk, volatility and what’s driving the market.
"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
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Meet Harley, CTMA's skateboarding mascot. You can often find her having fun riding her skateboard through Hammonasset State park, while the investment team at CTMA is hard at work developing Smart Simple Solutions that meet your investment needs! |
Updates: Find our Newsletter, Podcasts and timely information on our Insights Page.
Honesty, transparency and acting in our clients’ best interests is our business model.
CTMA Wealth Management is a fiduciary, our business is structured to put our clients' needs first.
It's in our DNA!
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.
As a fiduciary, CTMA has incorporated those values into our culture and everything we do.
Communities We Serve
VeterinariansCTMA strives to help veterinary clinics grow and thrive, which allows you to focus on what you do best - working with patients.
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Individual InvestorsYou can feel confident working with CTMA because we are not just advisors. As a fiduciary, we are your partner in the future.
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Credit UnionsWith over 60 years of combined experience in some of the CU industry's top organizations, CTMA's expertise is your secret weapon.
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