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The Real Talk on Exit & Succession Planning Every Business Owner Needs
Succession planning is one of the most critical, and often misunderstood, aspects of running a successful business. In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore what business owners wish they knew earlier about timing, leadership, and preparing for the future. Kevin shares why succession isn’t just […]

You Can’t Do It All: What Business Owners Learn as They Scale
In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore the pivotal moments and hard-won lessons behind growing a business from a small practice into a thriving one. Kevin shares what many business owners eventually discover: scaling isn’t just about growth. It’s about shifting your mindset, building the […]

In Good Company: A Growing Forum for Connecticut’s Business Leaders
Connecticut Wealth Management (CTWM) recently hosted the second installment of its In Good Company series, a growing community for business owners designed to foster honest conversation, collaborative problem solving, and mutual support. What began as a space to connect has quickly evolved into a forum for addressing some of the most pressing challenges facing Connecticut’s […]