Nishaan Patel

Nishaan Patel is an Analyst at Connecticut Wealth Management (CTWM). His background covers several industries, including private equity, investment management, consulting, real estate, and venture capital. Throughout his career, Nishaan has always been committed to serving clients on a deeper level, understanding their aspirations and preferences, both for their short and long-term goals, in order to provide bespoke solutions that uniquely cater to each situation. Nishaan is dedicated to providing a high-quality standard of service and is responsible for assisting […]

Beth Devino, CPA/PFS, CEPA®

Beth Devino brings over 20 years of experience in finance, corporate accounting, and auditing to her role as a Senior Financial Planner at Connecticut Wealth Management (CTWM). She leads planning engagements for complex client relationships, with a specialized focus on business owners. Beth works closely with clients and the network of professional relationships they rely on to help ensure planning strategies are well-coordinated and aligned. She helps clients understand how their financial and personal lives intersect, guiding them to clarify […]

Mia Servidone, CFP®

Mia Servidone officially joined the Connecticut Wealth Management (CTWM) team in May 2023 as a Planning Analyst after successfully completing the firm’s internship program. As an intern, Mia worked with analysts to research investment opportunities and with the marketing team to implement new strategic systems. This work prepared Mia for her full-time role with the Financial Planning department. In her role as a Financial Planner, Mia uses data provided by clients to develop and maintain financial plans specific to each […]

Sam DeBono, CFP®, NQPC™

Sam DeBono, CFP®, NQPC™ is a Senior Financial Planner at Connecticut Wealth Management (CTWM), where he leads comprehensive planning engagements for individuals and families from a wide range of backgrounds. Sam works closely with clients to understand the motivations behind their goals and build strategies that support long-term financial success. Sam works with many executives, helping them navigate the complexities of equity compensation and integrate those opportunities into a broader financial strategy. His approach focuses on helping clients make informed […]

Saswati Saha

Saswati Saha brings over 16 years of experience to her position as a Planning Analyst at Connecticut Wealth Management, LLC. Saswati works with a team of advisors to provide account administration and exceptional client service.  She also has administrative responsibilities within the Operations Department. Education Saswati earned her Bachelor of Science degree in Chemistry from the University of Kolkata, in India. Affiliations & Community Involvement Saswati enjoys participating in Connecticut Wealth Management community involvement events.  In her free time, Saswati […]

Patrick Sullivan, CFP®, CM&AA®

Patrick Sullivan joined the Connecticut Wealth Management Team in Fall 2021 and works alongside the CTWM financial planning team. Patrick is responsible for collaborating with the CTWM team to provide thoughtful and comprehensive financial plans for initial planning engagements. He is driven to accomplish client’s long-term financial goals by using proactive and analytical strategies. Prior to joining Connecticut Wealth Management, Patrick was a Tax and Financial Advisor at Asset Strategies, Inc. He was responsible for tax preparation and tax planning […]