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Mid-Year Market Check-In: Surprising Trends, Steady Results
At Connecticut Wealth Management (CTWM), we believe that staying invested and diversified is essential, especially in unpredictable years like 2025. In our latest Investment Committee update, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, break down the current market environment and how our investment approach is designed to provide stability amid […]
Shareholder Transition Planning: Why Business Owners Can’t Afford to Wait
Shareholder transitions are some of the most pivotal, and most overlooked, moments in the life of a business. Whether a longtime partner is stepping away, a family member is coming into the fold, or a key employee is being granted equity, the impact of these changes is widespread. And yet, many business owners approach these […]
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, […]
Mid-Year Market Check-In: Surprising Trends, Steady Results
At Connecticut Wealth Management (CTWM), we believe that staying invested and diversified is essential, especially in unpredictable years like 2025. In our latest Investment Committee update, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, break down the current market environment and how our investment approach is designed to provide stability amid […]
Shareholder Transition Planning: Why Business Owners Can’t Afford to Wait
Shareholder transitions are some of the most pivotal, and most overlooked, moments in the life of a business. Whether a longtime partner is stepping away, a family member is coming into the fold, or a key employee is being granted equity, the impact of these changes is widespread. And yet, many business owners approach these […]
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, […]