Lauren DellaFera

Lauren DellaFera brings over 10 years of administrative experience to her role as a Senior Client Service Specialist for Connecticut Wealth Management. Lauren works closely with her advisory team to provide exceptional service and to ensure that all client needs are fulfilled. She facilitates the onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis. Lauren also serves as the leader of the Client Service Specialist team, acting as the liaison between the department and […]

Senior Financial Advisor

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CTWM is currently seeking an experienced Senior Financial Advisor who’s committed to serving our clients through the management of comprehensive financial plans that turn their life aspirations into a reality.

John Shanley, CFP®

John Shanley, CFP® joined Connecticut Wealth Management (CTWM) in 2019. As a Managing Advisor, John leads a team of advisors and service specialists in ensuring that all clients receive personalized attention and that they are serviced to the highest standards. John develops individualized wealth plans while offering proactive solutions and strategies to ensure that the plan’s efficiency is maximized. John serves as the Assistant Director of CTWM’s Investment Committee and is responsible for implementing firmwide portfolio strategies and finding innovative […]