Experience Genuine.
Giving you and your family the ability to live the way you want is something we take personally. It’s why we’re genuinely interested in getting to know you as a person with a real family, real goals, and real opportunities.
The Connecticut Wealth Management Experience
We make the connections between your finances, life, and aspirations clear, so you can make decisions with genuine certainty and enjoy your life’s journey.

We’re a
Fiduciary
Your best interests come first
Planning
Centric
Like having a personal CFO
Low Client to
Advisor Ratio
Time devoted to your needs
Team
Approach
Sharing best practices
News & Insights

Shareholder Transition Planning: Why Business Owners Can’t Afford to Wait
Shareholder transitions are some of the most pivotal, and most overlooked, moments in the life of a business. Whether a longtime partner is stepping away, a family member is coming into the fold, or a key employee is being granted equity, the impact of these changes is widespread. And yet, many business owners approach these […]

Forbes Names Kevin Leahy to 2025 Best-In-State Wealth Advisors List
Connecticut Wealth Management, LLC (CTWM) is proud to announce that Kevin C. Leahy, founding Partner & CEO, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, a prestigious recognition presented by Forbes in collaboration with SHOOK Research. The list honors top wealth advisors across the country who exemplify a commitment to excellence, integrity, […]

In Good Company: Business Owners Find Strength in Shared Experiences
Connecticut Wealth Management (CTWM) recently launched In Good Company, a new series designed to build a community for business owners, providing a safe space for honest conversation, collaborative problem-solving, and mutual support. The goal is not to be a lecture series or just another networking event. In Good Company is built on the belief that […]

CTWM Named a 2024 Best Place to Work in Connecticut
CTWM was recognized to HBJ’s 2024 Best Places to Work in Connecticut in the small/medium business category. This marks the eighth consecutive year the firm has made the list.

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Work with an experienced advisor who genuinely cares about your wealth planning goals. Please reach out and let us know how we can help you.