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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

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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, […]

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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 […]

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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 & […]

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.