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Financial Planning and Wealth Management for Women in Connecticut

Helping Women with Retirement, Investing, and Life’s Financial Transitions

Your financial needs can shift as your career, family, responsibilities, and priorities change. We help women in Connecticut and nationwide bring together retirement planning, investment management, and other important financial decisions.

Whether you are building wealth, preparing for retirement, or adjusting to a major life change, we provide ongoing guidance based on your circumstances and what matters most to you.

Schedule a Complimentary Introductory Call

Financial Advice for Women in Connecticut

Women often find themselves juggling competing financial priorities, including career changes, caregiving responsibilities, retirement decisions, and major life events. Whether you're planning for retirement, managing investments, adjusting to a divorce, coping with the loss of a spouse, or facing another significant change, you don't have to work through those decisions alone.

We help women in Connecticut and nationwide with important financial decisions while staying focused on their goals, values, and what matters most to them.


Retirement & Longevity Planning

Plan for a longer retirement by considering income sources, investments, Social Security, and future healthcare and living expenses.


Wealth & Investment Management

Adjust your investment strategy as your career, income, responsibilities, and financial needs change.


Career Changes & Caregiving Responsibilities

Understand how career changes or time away from work may affect your income, retirement savings, and other financial priorities.


Navigating Financial Transitions

Consider the financial decisions that can arise with divorce, widowhood, retirement, and other major life changes.

Kelsey Conklin, CFP®, CDFA®: Financial Advisor for Women in Connecticut


Kelsey Conklin, CFP®, CDFA®

Kelsey Conklin, CFP®, CDFA®

Wealth & Business Advisor

Schedule a Call with Kelsey

At Capital Wealth Management, our Women & Wealth services are led by Kelsey Conklin, CFP®, CDFA®, who works with women across Connecticut as they navigate retirement planning, investing, and life’s financial transitions.

Many women are looking for more than a one-time financial plan. They also want an advisor who listens, understands their concerns, and makes it easier to have open, productive conversations about their finances.

Whether you’re building wealth, preparing for retirement, navigating a divorce, adjusting to widowhood, balancing caregiving responsibilities, or simply looking for greater clarity about your finances, Kelsey provides personalized guidance tailored to your goals, priorities, and unique circumstances.

If you’re looking for a female financial advisor in Connecticut, schedule a complimentary introductory phone call with Kelsey to learn more and see whether working together feels like the right fit.

How the Different Parts of Your Financial Plan Work Together


Financial planning involves more than managing investments. It brings together the decisions that can arise throughout different stages of life.

As your circumstances and priorities change, different parts of your plan may need attention. Looking at them together can help you understand how one decision may affect another.

Our Financial Planning Services May Include:

✓ Retirement planning
✓ Investment planning
✓ Social Security planning
✓ Long-term care planning
✓ Estate planning coordination
✓ Tax considerations
✓ College planning
✓ Life insurance

Focused Financial Guidance

Financial Planning for Women Navigating Divorce or Widowhood

Some transitions bring financial questions that deserve additional attention. Explore our focused planning services for women navigating divorce or the loss of a spouse.


Divorce Financial Planning for Women in Connecticut

Evaluate financial options, stay organized, and plan for the changes that may follow a divorce.

Explore Divorce Financial Planning →

Financial Planning for Widowed Women in Connecticut

Understand survivor benefits, inherited assets, and other decisions that may follow the loss of a spouse.

Explore Financial Planning for Widows →

Related Services

Financial Planning → Retirement Planning → Investment Planning →

Women & Wealth Articles and Resources

Explore More Financial Insights →

Financial Planning for Single Women

Financial planning looks different when you’re single. Explore budgeting, career, investing, and insurance strategies.

Read the article →

How Career Breaks Can Affect Your Retirement Plan

Career breaks  can affect your savings, Social Security calculation, and retirement timelines.

Read the article →

Financial Planning for Female Breadwinners

Financial planning considerations for women balancing a successful career, family responsibilities, and long-term financial goals.

Read the article →

Financial Reset for the Empty Nest

Adjust your finances in the empty nest stage by updating budgets, boosting retirement savings, and planning for what's next.

Read the article →

There is no assurance that any investment strategy will be successful. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. Prior to making an investment decision, please consult with your financial advisor about your individual situation before making any investment or withdrawal decision.

These policies have exclusions and/or limitations. Guarantees are based on the claims paying ability of the issuing company. Long Term Care Insurance or Asset Based Long Term Care Insurance Products may not be suitable for all investors. Surrender charges may apply for early withdrawals and, if made prior to age 59 ½, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. Please consult with your financial professional when considering insurance options.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.