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.

401(k) Frequently Asked Questions

What is a 401(k)?  A 401(k) Plan is an employer-sponsored retirement savings plan that allows an employee to contribute a portion of his or her paycheck into a tax advantaged investment account.  In some cases, employers may match employee contributions.  ​Read more.

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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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