Our History | Financial Planning in Glastonbury & Wilton, CT Since 2001
Founding and Growth
Tom Hine, CFP®, CFS®, MBA, established Capital Wealth Management, LLC so he could offer personalized and proactive financial planning and wealth management services. The practice opened in Glastonbury, Connecticut, in August 2001, with many of Tom's long-time clients joining him. In 2005, a second office opened in Wilton, Connecticut. In 2025, we expanded our Glastonbury office by adding several new offices and a second conference room to better accommodate our growing needs and enhance client service.
Building Our Team
At Capital Wealth Management, we value the longevity of our employees, which translates into stronger relationships and consistent service for our clients. Many of our team members began their careers with us as interns and have grown into leadership roles, reflecting our commitment to professional development.
Our team includes:
- Tom Hine, CFP®, CFS®, MBA CEO, CWM and Principal, RJFS (2001)
- Jordan Hickey, CFP®, AIF® Partner, CWM and Wealth Advisor, RJFS (2007)
- Kelsey Conklin, CFP® Wealth and Business Advisor (2007)
- Kelly Gallivan Marketing Coordinator (2008)
- Michael Nicoletti, CFP® Wealth Advisor (2017)
- Laura Hunniford Administrative Assistant (2023)
- Tim Rhouddou Client Services Associate (2024)
Services We Offer
- Investment Planning - Portfolio guidance to match your risk tolerance, timeline, and objectives.
- Financial Planning - Personalized planning to help you reach your short- and long-term financial goals.
- Retirement Planning - Strategies to prepare for and sustain the retirement lifestyle you want.
- Women and Wealth - Focused financial guidance for women navigating life’s transitions.
- College Planning - Helping families save and plan for education expenses.
- Life Insurance - Assessing your needs and finding coverage to protect your family.
- Long-Term Care Insurance - Planning for potential future care needs without derailing your finances.
- Special Needs Financial Planning - Helping families plan for the finances of loved ones with special needs.
- Tax Planning - Working with your CPA to minimize investment-related taxes.
- Estate Planning - Working with your attorney to ensure your assets go where you intend.