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In Good Company: Building a Business That Doesn’t Depend on You
In the very first episode of In Good Company—a podcast grounded in the belief that the best ideas don’t come from textbooks, they come from real conversations—hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with longtime friend and respected business leader Chris DiPentima, President & CEO of the Connecticut Business […]
17 from Connecticut Wealth Management Honored as 2025 Five Star Wealth Manager Award Recipients
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 17 team members have been recognized as 2025 Five Star Wealth Manager Award recipients by Five Star Professional. “Our commitment at CTWM has always been about more than just managing assets. It’s about building genuine relationships and delivering comprehensive financial planning rooted in […]
Multigenerational Wealth Planning: Timing, Strategy, and Impact
For many families, wealth planning isn’t just about today. It’s about creating a legacy that supports children, grandchildren, and future generations. But when is the right time to start planning for multigenerational wealth? That’s a question Megan Trask, Partner and Managing Advisor at Connecticut Wealth Management (CTWM), helps families explore through thoughtful planning conversations —conversations […]
In Good Company: Building a Business That Doesn’t Depend on You
In the very first episode of In Good Company—a podcast grounded in the belief that the best ideas don’t come from textbooks, they come from real conversations—hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with longtime friend and respected business leader Chris DiPentima, President & CEO of the Connecticut Business […]
17 from Connecticut Wealth Management Honored as 2025 Five Star Wealth Manager Award Recipients
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 17 team members have been recognized as 2025 Five Star Wealth Manager Award recipients by Five Star Professional. “Our commitment at CTWM has always been about more than just managing assets. It’s about building genuine relationships and delivering comprehensive financial planning rooted in […]
Multigenerational Wealth Planning: Timing, Strategy, and Impact
For many families, wealth planning isn’t just about today. It’s about creating a legacy that supports children, grandchildren, and future generations. But when is the right time to start planning for multigenerational wealth? That’s a question Megan Trask, Partner and Managing Advisor at Connecticut Wealth Management (CTWM), helps families explore through thoughtful planning conversations —conversations […]