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Connecticut Wealth Management Promotes Jennifer Barry to Partner and Eric Natale to CFO
7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]
The Executive’s Guide to Navigating a Career Exit and Protecting Wealth
Whether planned or unexpected, leaving a company presents challenges and opportunities that have the potential to impact long-term wealth and lifestyle. Proactive financial planning is essential to making informed decisions and mitigating risk. Jarrett Solomon, Partner & Managing Advisor at Connecticut Wealth Management (CTWM), shares key financial considerations executives should evaluate when exiting a company. […]
The Power of Performance: Managing Human Capital for Business Growth
For business owners, managing human capital isn’t just a task—it’s a cornerstone of success, directly impacting business value, employee satisfaction, and risk mitigation. Yet the complexities of performance management, legal compliance, and employee relations can be daunting. In a recent discussion, Emily Wood, Partner and Chief Client Officer (CCO) at Connecticut Wealth Management (CTWM) sat […]
Connecticut Wealth Management Promotes Jennifer Barry to Partner and Eric Natale to CFO
7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]
The Executive’s Guide to Navigating a Career Exit and Protecting Wealth
Whether planned or unexpected, leaving a company presents challenges and opportunities that have the potential to impact long-term wealth and lifestyle. Proactive financial planning is essential to making informed decisions and mitigating risk. Jarrett Solomon, Partner & Managing Advisor at Connecticut Wealth Management (CTWM), shares key financial considerations executives should evaluate when exiting a company. […]
The Power of Performance: Managing Human Capital for Business Growth
For business owners, managing human capital isn’t just a task—it’s a cornerstone of success, directly impacting business value, employee satisfaction, and risk mitigation. Yet the complexities of performance management, legal compliance, and employee relations can be daunting. In a recent discussion, Emily Wood, Partner and Chief Client Officer (CCO) at Connecticut Wealth Management (CTWM) sat […]