Kelsey Conklin

Wealth and Business Advisor

Capital Wealth Management

628 Hebron Avenue, Suite 216
Glastonbury, CT 06033

: 860-659-8200

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I specialize in supporting women investors, helping them navigate unique financial challenges like career changes, caregiving, and longevity planning. As a female advisor, I’m passionate about empowering women to feel confident, informed, and supported in their financial journey.

Certifications & Licenses:

CFP, Series 6,7,63, and 66

States where licensed: AZ, CO, CT, FL, MA, MD, NH, NJ, NY, OH, RI, VA

Growing up, I watched my family struggle financially and saw the stress it put on my mom, working two jobs to keep us afloat. That’s why I’m passionate about helping women create financial stability—for themselves and the families they love. - Kelsey Conklin

Our Practice

Regardless of economic conditions, our mission remains: to provide high-integrity wealth management with attentive, personalized service. We uphold high ethical standards and sound investment principles. We seek to guide clients in making informed, goal-aligned financial decisions.

Services Offered and Area of Focus

Investment Planning
Financial Planning
Women and Wealth
Tax and Estate Planning
Retirement Planning

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Disclosures

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

Broker: Commonwealth Financial Network
Term: 3/20/2025 – 12/31/2025

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.