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, and putting clients first.
At the core of CTWM’s success is the firm’s unwavering mission: to turn life’s aspirations into reality for both clients and team members. From retirement planning and business succession to multi-generational wealth strategies, Leahy has led CTWM with a deep belief that financial planning should be personal, proactive, and empowering. His vision has shaped a firm where clients don’t just receive investment advice, they gain a long-term partner committed to their financial goals.
“We don’t take client trust for granted at CTWM. It’s something we work hard to earn every day,” said Leahy. “This recognition by Forbes is a reflection of that commitment and, more importantly, of the incredible team I’m proud to work alongside. Together, we’re focused on bringing our mission to life.”
The Forbes Best-In-State Wealth Advisors list is compiled by SHOOK Research, an independent research firm that evaluates more than 48,000 nominations nationwide. The selection process involves both quantitative and qualitative criteria—including service models, compliance records, and industry experience, and focuses on best practices. SHOOK’s mission is to spotlight advisors who consistently put their clients’ needs first and serve as role models in the wealth management industry. The 2025 list reflects data as of June 30, 2024.
CTWM serves a diverse clientele, including high-net-worth individuals, business owners, corporate executives, and multi-generational families, providing them with comprehensive financial planning, investment management, and strategic advice. Under Leahy’s leadership, the firm has built a collaborative team culture and a reputation for delivering high-quality service grounded in trust, transparency, and integrity.
The full Forbes 2025 Best-In-State Wealth Advisors list is available at www.forbes.com/lists/best-in-state-wealth-advisors/.
About Connecticut Wealth Management
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit www.CTWealthMgmt.com.
Disclaimer: This recognition is not indicative of Connecticut Wealth Management’s or its employees’ skill level in providing investment advice, nor does it represent the client experience. CTWM has no affiliation with Forbes or SHOOK Research, and receipt of this award does not guarantee future investment performance. CTWM did not pay a fee to be considered for this award. For more information on the selection criteria and methodology, please visit: https://www.forbes.com/sites/rjshook/2025/04/08/methodology-forbes-americas-top-wealth-advisors-2025/.