Mia Servidone

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 new role as a Planning Analyst, Mia uses data provided by clients to develop and maintain financial plans specific to […]

Sam DeBono

Sam DeBono joined Connecticut Wealth Management (CTWM) as a Planning Analyst in 2021. He is responsible for gathering, entering, and analyzing data in the development of a client’s financial plan.  Education Sam graduated from Michigan State University in 2020 with a Bachelor’s degree in Finance and a concentration in Wealth Management & Financial Planning. Affiliations & Community Involvement While at Michigan State University, Sam was an active member in the MSU Wealth Management Association. He also served as the Philanthropy Chair […]

Emily Wood, CFP®

Emily R. Wood brings over a decade of experience in the financial planning industry to Connecticut Wealth Management (CTWM). Emily leads the CTWM team in the development and implementation of innovative strategies that turn client aspirations into financial realities. She works with clients who have the most complex financial planning needs, including executives, real estate investors, and business owners. Having worked with multiple law firms in the surrounding Connecticut area, Emily understands the complex benefits structure and work demands of […]

Beth Devino, CPA/PFS

Beth Devino brings close to 20 years of experience in finance, corporate accounting, and auditing to her position as a Senior Financial Planner at Connecticut Wealth Management (CTWM). Beth leads planning engagements with multifaceted clients, ranging from corporate executives and retirees to business owners and attorneys. She maximizes her time with clients by helping them to better understand how their financial and personal lives intersect, and at the same time, helps them to discover and verbalize their long-term financial goals. […]

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®

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 […]