CTMA Wealth has joined forces with GSB Wealth Management
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GSB Wealth Management, a Registered Investment Adviser, has been providing customized investment advice and portfolio solutions since 1999. CTMA is known for its depth of knowledge, industry experience and customer service. By combining forces, GSB Wealth Management and CTMA look forward to expanding our powerful suite of financial solutions.
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News & Insights
GSB Wealth Management Acquires CTMA, Adding $198 Million in Assets Under Management
GUILFORD, CT — GSB Wealth Management, LLC (GSBWM), a Registered Investment Adviser and wholly owned subsidiary of GSB has acquired the assets of CTMA Wealth Management (CTMA), an East Haven, CT-based Registered Investment Adviser with $198 million of client assets under management. Chris Abely, CTMA’s founder, will become GSB Wealth Management’s Chief Investment Officer.
The acquisition brings CTMA’s financial planning, tax planning, executive benefits, and corporate retirement expertise to GSBWM, helping to better serve clients (individuals, small businesses and credit unions) and opens the door to new capabilities for its parent company, GSB, a CT-based financial institution. “That’s not something we did previously so we’re excited to offer that, and it aligns very well with the commercial banking clients of GSB,” said Ken Russell, President and CEO of GSB Wealth Management. “For the bank itself, it can now broaden and deepen relationships with commercial clients by offering retirement planning.” Read more on gsbwealth.com.
GUILFORD, CT — GSB Wealth Management, LLC (GSBWM), a Registered Investment Adviser and wholly owned subsidiary of GSB has acquired the assets of CTMA Wealth Management (CTMA), an East Haven, CT-based Registered Investment Adviser with $198 million of client assets under management. Chris Abely, CTMA’s founder, will become GSB Wealth Management’s Chief Investment Officer.
The acquisition brings CTMA’s financial planning, tax planning, executive benefits, and corporate retirement expertise to GSBWM, helping to better serve clients (individuals, small businesses and credit unions) and opens the door to new capabilities for its parent company, GSB, a CT-based financial institution. “That’s not something we did previously so we’re excited to offer that, and it aligns very well with the commercial banking clients of GSB,” said Ken Russell, President and CEO of GSB Wealth Management. “For the bank itself, it can now broaden and deepen relationships with commercial clients by offering retirement planning.” Read more on gsbwealth.com.
About CTMA
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CTMA is all about Smart, Simple Solutions. With over 100 years of combined experience we are your source for a wide range of solutions from advisory services and asset management to executive benefits and 401k plans. Honesty and transparency is our business model. 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. CTMA Wealth Management is a fiduciary, our business is structured to put our clients' needs first. It's in our DNA!
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About GSB Wealth Management
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Your financial well-being is our mission and we take the time to assist you in defining your financial goals and priorities. Whether that’s to fund a financially independent retirement, realize the fruits of your philanthropic endeavors, provide ongoing support for loved ones or stretch your personal horizons and experiences; we’ll be with you at each step of the journey. If you’re considering, or experiencing, a significant life event; retirement, divorce, the sale of a company, or the passing of a loved one, we have the experience that can help you. Only by first understanding your unique financial and personal circumstances can we create a financial course of action that will serve as the focal point to accomplishing your goals. Today, we are proud to serve as advisors to over 150 families and charitable organizations. Learn more at gsbwealth.com.
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Your financial future can take many paths. Let us guide you to the one that’s right for you.
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Communities We Serve
Business SolutionsWe help small businesses grow and thrive, which allows you to focus on what you do best - caring for your customers.
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Individual InvestorsAs a fiduciary, we are more than just advisors. We are your partner in the growing your future.
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Credit UnionsWith our extensive credit union experience, our industry expertise is your secret advantage.
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Important coronavirus update
We’re here for you. For your convenience, please reach out to us any time using our direct contact information.
As you know, our priority is to always provide our clients with the highest level of service possible. In an effort to continue to provide this level of service, and to protect the health and safety of both employees and clients, our offices are now staffed on a rotating basis. For everyone’s well-being, we ask that you not come to the GSB Wealth Management offices without a prearranged meeting time. The good news is that this eventuality has been planned for and we have the systems in place to be able to work collaboratively with you whether we are on-site or in remote locations.
Your whole GSB Wealth Management team will be available to serve you in person or remotely via email or phone, and we have our secure document transfer portal, “Fidsafe,” to facilitate any transfer of documents we/you may need. Should you feel that you want to talk, or meet, please call any of us, and we will arrange a time to do so.
We will be monitoring the situation, and will return to normal operation when we feel it safe for both employees and clients. We thank you for your understanding and patience. From everyone here at GSB Wealth Management, we wish you and your family safety and good health.
As you know, our priority is to always provide our clients with the highest level of service possible. In an effort to continue to provide this level of service, and to protect the health and safety of both employees and clients, our offices are now staffed on a rotating basis. For everyone’s well-being, we ask that you not come to the GSB Wealth Management offices without a prearranged meeting time. The good news is that this eventuality has been planned for and we have the systems in place to be able to work collaboratively with you whether we are on-site or in remote locations.
Your whole GSB Wealth Management team will be available to serve you in person or remotely via email or phone, and we have our secure document transfer portal, “Fidsafe,” to facilitate any transfer of documents we/you may need. Should you feel that you want to talk, or meet, please call any of us, and we will arrange a time to do so.
We will be monitoring the situation, and will return to normal operation when we feel it safe for both employees and clients. We thank you for your understanding and patience. From everyone here at GSB Wealth Management, we wish you and your family safety and good health.
