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
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 […]
Market Volatility Ahead? Here’s How a Financial Plan Can Help
Market volatility can feel unsettling, especially when so much is riding on your financial future. But for high-net-worth investors, uncertainty doesn’t have to mean instability. With a thoughtful, long-term plan in place, you can stay focused on what matters and turn short-term disruption into opportunity. In a recent conversation with Charles (Chip) Olson, Partner & […]
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 […]
Market Volatility Ahead? Here’s How a Financial Plan Can Help
Market volatility can feel unsettling, especially when so much is riding on your financial future. But for high-net-worth investors, uncertainty doesn’t have to mean instability. With a thoughtful, long-term plan in place, you can stay focused on what matters and turn short-term disruption into opportunity. In a recent conversation with Charles (Chip) Olson, Partner & […]
' fill='%23FFFFFF' fill-rule='nonzero'%3E%3Cg id='Testimonial' transform='translate(0.000000, 2403.000000)'%3E%3Cg id='“' transform='translate(165.000000, 126.000000)'%3E%3Cpath d='M28.0973451,100 C22.1032448,100 17.0457227,98.433584 12.9247788,95.3007519 C8.80383481,92.1679198 5.61946903,87.9072682 3.37168142,82.518797 C1.12389381,77.1303258 0,70.802005 0,63.5338346 C0,55.2631579 1.43608653,47.1177945 4.30825959,39.0977444 C7.18043265,31.0776942 11.6135693,23.6842105 17.6076696,16.9172932 C23.6017699,10.1503759 31.3441495,4.5112782 40.8348083,0 L56.5693215,14.6616541 C49.8259587,16.9172932 43.894297,20.0501253 38.7743363,24.0601504 C33.6543756,28.0701754 29.4709931,32.5814536 26.2241888,37.593985 C22.9773845,42.6065163 20.8544739,47.7443609 19.8554572,53.0075188 L21.3539823,53.7593985 C22.352999,53.0075188 23.6017699,52.3809524 25.100295,51.8796992 C26.5988201,51.3784461 28.8466077,51.1278195 31.8436578,51.1278195 C34.840708,51.1278195 37.9001967,52.0050125 41.0221239,53.7593985 C44.1440511,55.5137845 46.8289086,58.0827068 49.0766962,61.4661654 C51.3244838,64.8496241 52.4483776,69.2982456 52.4483776,74.8120301 C52.4483776,79.3233083 51.3244838,83.5213033 49.0766962,87.406015 C46.8289086,91.2907268 43.894297,94.3609023 40.2728614,96.6165414 C36.6514258,98.8721805 32.5929204,100 28.0973451,100 Z M98.5280236,100 C92.5339233,100 87.4764012,98.433584 83.3554572,95.3007519 C79.2345133,92.1679198 76.0501475,87.9072682 73.8023599,82.518797 C71.5545723,77.1303258 70.4306785,70.802005 70.4306785,63.5338346 C70.4306785,55.2631579 71.866765,47.1177945 74.7389381,39.0977444 C77.6111111,31.0776942 82.0442478,23.6842105 88.0383481,16.9172932 C94.0324484,10.1503759 101.774828,4.5112782 111.265487,0 L127,14.6616541 C120.256637,16.9172932 114.324975,20.0501253 109.205015,24.0601504 C104.085054,28.0701754 99.9016716,32.5814536 96.6548673,37.593985 C93.4080629,42.6065163 91.2851524,47.7443609 90.2861357,53.0075188 L91.7846608,53.7593985 C92.7836775,53.0075188 94.0324484,52.3809524 95.5309735,51.8796992 C97.0294985,51.3784461 99.2772861,51.1278195 102.274336,51.1278195 C105.271386,51.1278195 108.330875,52.0050125 111.452802,53.7593985 C114.57473,55.5137845 117.259587,58.0827068 119.507375,61.4661654 C121.755162,64.8496241 122.879056,69.2982456 122.879056,74.8120301 C122.879056,79.3233083 121.755162,83.5213033 119.507375,87.406015 C117.259587,91.2907268 114.324975,94.3609023 110.70354,96.6165414 C107.082104,98.8721805 103.023599,100 98.5280236,100 Z'/%3E%3C/g%3E%3C/g%3E%3C/g%3E%3C/g%3E%3C/svg%3E)
“I left the meeting feeling how different it was. Their culture, their focus on planning, lack of sales approach, and doing what’s right for clients.”
– Executive Client, Non-paid
“They made me feel empowered. We are never rushing to make decisions. They map out the pros and cons and explain the options for me and make their recommendations.”
– Business Owner Client, Non-paid
“CTWM has a strong culture of continuous self-improvement. Once a year they reach out and tell me about their new goals, values, trainings-and it all translates to how they practice on my behalf so I can live worry-free.”
– Retired Client, Non-paid
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.
We’d love to hear from you
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.