Sarah Rioux

Sarah Rioux is currently a Financial Advisor at Connecticut Wealth Management, LLC, where she previously served as an Analyst from August 2022 to January 2025. In her current role, she provides investment analysis, portfolio management guidance, and client-facing financial planning, drawing upon her expertise in valuation and risk assessment across multiple asset classes, including equities and real estate.

Her professional focus includes asset allocation strategies, portfolio construction, and custom financial advice for high-net-worth individuals and families, with an emphasis on equity securities and real estate investment, reflecting her academic specialization and minor in real estate. Sarah’s career path includes experience as an Administrative Assistant at the University of Connecticut and a Financial Analyst Intern with Connecticut Wealth Management, LLC, demonstrating her hands-on knowledge in both client service and analytical research.

Sarah graduated from the University of Connecticut with a Bachelor of Science in Finance, concentrating in Valuation & Portfolio Management, and completed a minor in Real Estate. Her notable contributions include analytical support for wealth management clients and advancing her firm's client-centered planning approach. She is recognized for her commitment to disciplined investment research and has recently earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential, marking her professional growth and competency in the investment advisory sector.