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.  

• Asset Management
• Executive Benefits
• 401(k) Solutions
• Advisory Services

Communities We Serve

Veterinarians

CTMA strives to help veterinary clinics grow and thrive, which allows you to focus on what you do best - working with patients.

Individual Investors

You can feel confident working with CTMA because we are not just advisors.  As a fiduciary, we are your partner in the future.

Credit Unions

With over 60 years of combined experience in some of the CU industry's top organizations, CTMA's expertise is your secret weapon.

Updates: Timely & updated information.

2018 Annual Letter

Thank you for your business.  We respect and appreciate the trust you have placed in us.  We appreciate any and all questions.  Please let us know what you are thinking.... the better you understand, the better we understand.  ​Read more.

Read more posts. 

Learn more about our Smart Simple Solutions. ​

Step 1: Engage a trusted partner.

Step 2: Execute a plan.

Step 3: Review results and adjust.

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