CTWM Insights
Recent News
The world moves fast. We’ll help you stay up to date on the latest news and trends that are affecting the economy, businesses, and life in general and the implications they have on investing & wealth management, and proactive steps to consider in adjusting your financial plan or business processes.
Strategic Tax Planning: What to Tackle Before December 31st
As the year comes to a close, now is the time to finalize key strategies that can optimize your tax situation and help you stay aligned with your financial goals. At Connecticut Wealth Management (CTWM) we understand that tax planning can sometimes feel overwhelming. That is why we prioritize this critical work year-round. With year-end […]
Financial Insights for 2024: Market Performance, Policy Shifts & Planning Ahead
As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
The Strategic Power of Pre-Sale Gifting of Closely Held Stock
As a business owner, you invest considerable time, energy, and resources into building a successful company. Now, as you plan for the future, it is essential to explore strategies that protect your wealth and secure your family’s financial legacy. While it may not be the right fit for every business owner, gifting shares of your […]
Emily Wood from Connecticut Wealth Management Earns Certified Merger & Acquisition Advisor Credential
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential. This achievement brings the total number of CTWM advisors focused on business exit planning to three. Alongside Wood, Patrick Sullivan, Managing Planner, also holds the […]
The Communication Blueprint for Family Business Succession
Over the next 10 years, 75% of business owners plan to exit their business, with 50% planning to do so in the next five, according to the 2023 National State of Owners Readiness Report by the Exit Planning Institute. Effective succession planning has never been more critical, and clear communication is at the heart of […]
Michael Tedone from Connecticut Wealth Management Honored with Hartford Business Journal’s 2024 C-Suite Award
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is proud to announce that Michael A. Tedone, CPA/PFS, Partner and Chief Financial Officer (CFO), has been honored as a recipient of Hartford Business Journal’s C-Suite Awards. The C-Suite Awards recognize top-performing C-Suite level executives in the Greater Hartford area who display commitment to good ethics, reporting, and […]
Investment Strategies to Promote Long-Term Success
In the most recent update from CTWM’s Investment Committee, John Shanley, Partner and Managing Advisor, and Josh Sweeney, Director of Investments, explore how leveraging money markets can help position your portfolio for long-term success and the strategic benefits of holding fixed income. The Money Market Landscape You see it all over the news – interest […]
Building Business Value Through People: 5 Strategies to Enhance Human Capital
Your business functions as a thriving ecosystem. However, what might surprise you is that roughly 80 percent of its value is derived from intangible assets, according to the Exit Planning Institute. These encompass human capital, customer capital, structural capital, and social capital. While each of these intangibles are critical components of your business valuation, human […]
Planning for Life’s Big Moments: The Impact of Professional Financial Planning
Do I need a financial advisor, or should I do it myself? Perhaps your circumstances have changed, and you keep asking yourself this question. While arguments can be made for both sides, choosing to work with a financial advisor can help you map out your financial future with the goal of achieving independence and empowerment. […]
Your Top 3 Questions about the 2024 Market Outlook Answered
In the latest update from CTWM’s Investment Committee, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, answer three questions that have been top of mind for our advisors, clients, and all who stay in tune with market events. 2024 Market Outlook & Election Impact Keeping with the theme of “broken record,” […]
Leadership Corner: A Conversation with Rhonda Tobin
In celebration of Women’s History Month, we are spotlighting valuable insights from female leaders in our community. In this interview, Connecticut Wealth Management (CTWM) chats with Rhonda Tobin, Managing Partner at Robinson+Cole, a law firm with 500 attorneys and professional staff throughout the Northeast, mid-Atlantic, Florida, and California. Rhonda Tobin is a highly-regarded trial attorney […]
Connecticut Wealth Management Named a 2024 Best Place to Work in Connecticut
FARMINGTON, Connecticut – Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a 2024 Best Place to Work in Connecticut in the small/medium business category. This is the eighth consecutive year CTWM has been recognized on the list. “I’m extremely proud of the culture we’ve created and the genuine relationships we’ve built along […]
Strategic Wealth Building: A Guide to Executive Equity Compensation
In a survey conducted by Charles Schwab, nearly half of executives surveyed stated that they were afraid of making a mistake when they exercise or sell their stock awards. The primary reasons cited for not exercising or selling included concerns about market conditions and the potential tax implications. While it may seem complex and difficult […]
Connecticut Wealth Management Promotes John Shanley to Partner
10 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce that John Shanley, CFP® has been promoted to Partner of the firm, effective January 1, 2024. “John is a genuine leader and truly embodies our firm’s core values. He leads through his actions – always focusing on what […]
15 from Connecticut Wealth Management Honored as 2023 Five Star Wealth Manager Award Recipients
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 15 team members have received the 2023 Five Star Wealth Manager Award from Five Star Professional. “It’s an honor to have so many of our advisors receive this distinguished award,” said Kevin C. Leahy President and CEO. “At CTWM, our top priority is […]
Connecticut Wealth Management Ranked on Forbes Top RIA Firms List
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM), a Farmington-based financial planning and investment advisory firm, is proud to announce that it has been named to the 2023 Forbes/Shook Top RIA Firms list. “We’re honored to be recognized by Forbes as a Top RIA. To be included on this prestigious list alongside such great firms is […]
Investment Committee Update: December 2023
In the latest update from our Investment Committee, John Shanley, CFP® and Josh Sweeney, CFA reflect on the market in 2023 and provide insight into their outlook for 2024. The Highlights At CTWM, we remain focused on the long-term and meeting the needs of clients’ financial plans. Our Investment Committee continues to evaluate various areas […]
From Ambition to Action: Uncovering the Motivation Behind Personal Goals
For many of us, we are accustomed to setting well-defined goals in our professional lives and measuring progress toward their completion. But when it comes to setting personal goals, this can be a daunting task for many, especially executives and business owners who balance very busy schedules. Without understanding the true motivation behind our personal […]
Alec Rosen Joins Connecticut Wealth Management as Director of Growth
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Alec Rosen has joined the team as Director of Growth, where he will lead the firm’s growth initiatives. “In the 8+ years that I’ve known Alec, I’ve known him to be a wonderful person – someone who actively embodies our core values,” […]
Future-Proofing Your Goals: The Value of Proactive Succession Planning
How do you retire when you’re running a company and there isn’t clarity around what you and your business need to be successful in the future? You build a plan. A succession plan is one of the most important documents for a business owner, as it details your vision for leadership of the company when […]
CTWM Welcomes New Team Member Jo Ann Keller to Senior Financial Advisor Role
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Jo Ann Keller has joined the team as a Senior Financial Advisor. “We are thrilled to have Jo Ann join our team as a senior financial advisor,” said Michael Tedone, Partner & Chief Financial Officer at CTWM. “Jo Ann is a true […]
Investment Committee Update: September 2023
Megan Trask, CFP®, John Shanley, CFP®, and Josh Sweeney, CFA provide an Investment Committee market update from the last quarter. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and […]
Emily Wood from Connecticut Wealth Management Named to HBJ’s 40 Under 40 List
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Emily Wood, CFP®, Partner and Chief Client Officer (CCO), has been recognized as an honoree of the Hartford Business Journal’s (HBJ) 40 Under Forty Awards. The 40 Under Forty Awards recognizes outstanding young professionals in the Greater Hartford area who are excelling […]
What Legacy Will You Leave Behind for Your Family?
This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]
Josh Sweeney Joins Connecticut Wealth Management as Director of Investments
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Josh Sweeney, CFA has joined the company as Director of Investments. In this newly created role, Josh is responsible for leading all aspects of the firm’s investment programs to help clients protect, preserve, and grow […]
3 Ways for a Small Business to Thrive in Connecticut
Small businesses are the lifeblood of our economy, but especially here in Connecticut. This sentiment was shared by everyone in attendance at the National Small Business Week SBA (Small Business Association) Awards & Resource Expo hosted by the CBIA earlier this month. This statement was underscored by Alexandra Daum, Commissioner of Connecticut’s Department of Economic […]
Investment Committee Update: May 2023
Megan Trask, CFP®, and John Shanley, CFP® provide an overview of the market environment and how portfolios are responding. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does […]
Connecticut Wealth Management Welcomes New Partner, Chip Olson
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, […]
Connecticut Wealth Management to Lead Discussion on the Challenges & Successes of Business Leaders in Recognition of National Small Business Week
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to partner with CBIA and the Connecticut District SBA to honor small businesses at the National Small Business Week Awards on May 4, 2023 at Rentschler Field at Pratt & Whitney Stadium in East Hartford, CT. The event will wrap up National Small Business Week […]
Cash: Working For, or Against, Your Business?
As an investment class, cash has been an asset of stability. That was until we saw the collapse of Silicon Valley Bank (SVB). This has individual savers and business owners turning their attention to cash, and how safe it is. Connecticut Wealth Management’s (CTWM) Kevin Leahy, President and CEO, and Jessica Dodge, address some of […]
What Women can do to Build Wealth and Make Investments
Studies show that women are still behind when it comes to planning for their retirement as a result of saving less, accumulating less wealth, and having fewer investments. This Women’s History Month, Megan Trask sat down with Fox61 to share financial wellness tips that women can use to build their personal wealth and lessen this […]
Keeping Track of Your Financial Plan
In a recent interview with WFSB – Channel 3 Eyewitness News, Jessica Dodge discussed how you can take control of your financial plan. While setting goals inside of your business and personal lives may seem separate, the two are very intertwined. This is why addressing both at the same time is so critical for business […]
Collaborative Culture Creates a ‘Virtuous Circle’
Article originally published in Hartford Business Journal‘s Best Places to Work in CT edition. Connecticut Wealth Management’s (CTWM) unofficial tagline, “Experience Genuine,” is easy to do but difficult to explain, according to the financial services company’s president and CEO Kevin C. Leahy. He founded the firm in 2010 with partner Denis Horrigan, but doesn’t want […]
Investment Committee Update: March 2023
Megan Trask, CFP®, and John Shanley, CFP® review how CTWM’s investment approach faired in 2022 and discuss current market conditions and the outlook for 2023. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into […]
Connecticut Wealth Management Named #1 ‘Best Places to Work’ – Third Year In A Row
Firm places on the list for the 7th year in a row FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) was recognized to the top spot in the small/medium business category in the ‘Best Places to Work in Connecticut’ awards, an annual, statewide program created by Hartford Business Journal and Best Companies Group. This is […]
Connecticut Wealth Management Promotes 12 Team Members in Q1
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that they have promoted 12 team members in the first months of 2023, a first in the firm’s tenure. 2023 Promotions: “It’s such an incredible milestone to be able to kick off the year with 12 […]
Connecticut Wealth Management Welcomes 4 New Team Members
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) kicked off the year with the addition of four new team members! Joining the firm is a team of experienced individuals from New England Guild Wealth Advisors (the “Guild”): E. Patrick Logue, Partner; Susan M. Grayson, Partner; Brendan F. Fitzgerald, Senior Financial Advisor; and Alex Romejko, Financial Analyst. […]
Leadership Corner: A Conversation with the Owner of Microboard
As a business owner, your financial goals, personal goals, and business goals are deeply interconnected, which makes finding the right balance between all three a challenge. With the right support team in place, this can help you not only grow your business but also to lead the life you want professionally and personally.
14 from Connecticut Wealth Management Honored as 2022 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over […]
Financial Plans & Actions to Take as the Year Ends
With 2022 wrapping up, you might be asking yourself what preparations you should make before the New Year. In this interview with Fox61, Denis Horrigan shares a few tips on the areas you should focus on to help ensure you remain on track financially in 2023 with regard to goal setting, tax strategies saving for […]
Investment Committee Update: November 2022
John Shanley, CFP®, and Dan Ballou, CFP® recap the key takeaways from October’s webinar with Fidelity Investments while also reflecting on some of the more attractive investment opportunities currently out there. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific […]
Wrapping up National Financial Planning Month
As we approach the end of the year, you might be wondering what you can do now to help get your finances in order. In this interview with Great Day Connecticut on WFSB TV, Megan Trask shares insight on how a financial plan can help you to prioritize your spending, and the importance of contributing […]
Connecticut Wealth Management Promotes John Shanley to Managing Advisor
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that John J. Shanley, CFP®, who joined the team in 2019, has been promoted to Managing Advisor. John leads a team of financial advisors, working directly with clients to gain a deep understanding of their needs, […]
Minimize the Impact of Inflation & Stay on Track Financially
In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.
Does Inflation Need to Impact My Lifestyle?
Right now, everyone is feeling the impact of high inflation rates. And despite the concerning headlines in the news, history has shown us that higher inflation rates should eventually lead to higher returns in the stock and bond market, especially for those who remain steadfast in a long-term investment approach. It is just a matter […]
Team Approach Redefines Wealth Management
Making the connection between finances and life aspirations clear, so decisions are made with confidence. When it comes to investment and wealth management, never settle for a one-size-fits-all approach. Founded in 2010, Connecticut Wealth Management (CTWM) set out to revolutionize wealth management through the services offered and how they are delivered with the goal of […]
It’s Lonely at the Top: Solving for the Unknown as a Business Owner
What is the biggest challenge business owners face? One of the biggest challenges I’ve seen in my 10+ years of working with business owners and entrepreneurs, is the isolation that comes with owning and operating your own business. This is a sentiment that is felt across businesses at any stage in their evolution. Typically, business […]
CTWM to Host the American Cancer Society’s Real Men Wear Pink Launch Event
FARMINGTON, Connecticut — The American Cancer Society (ACS), the nation’s largest nonprofit dedicated to cancer research funding, is proud to partner with Connecticut Wealth Management (CTWM) for the launch of its Real Men Wear Pink Campaign. The campaign kicks off on Thursday, September 15 with a special launch party at CTWM’s newly renovated Collaboration Space […]
Connecticut Wealth Management Recognized as Top 2022 Healthiest Employers
FARMINGTON, CT— September 1, 2022— Connecticut Wealth Management, LLC (CTWM) announced that it was recently named to the top spot for companies with under 1,500 employees in the Hartford Business Journal’s 2022 Healthiest Employers Awards in Connecticut. Healthiest Employers is a trusted awards program that recognizes people-first organizations taking a more proactive approach to employee […]
Will Biden’s Student Loan Forgiveness Impact My Household?
Last Wednesday, President Biden announced his student loan forgiveness plan, a three-part plan aimed at helping to reduce student loan debt for low-to-middle income borrowers. This historic announcement will provide relief to more than 45 million borrowers in the United States and help federal borrowers transition back to regular payments on their remaining debt after […]
Stretch Your Dollar: Say ‘I Do’ to Budget Planning
With wedding season in full swing, Emily Wood shared a few tips with WTNH News 8 to help couples plan for the wedding and their financial future. Watch the full interview.
Investment Committee Update: August 2022
Megan Trask, CFP®, and John Shanley, CFP®, reinforce the three principles to keep in mind during challenging times, such as a bear market. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your […]
Special Needs Planning Part 3: Planning for the Future with a Special Needs Trust
It can be overwhelming to plan for the future when you are caring for a loved one who has special needs. However, taking the time to map out your wishes in the event of your passing is critical in ensuring that your loved one can continue to lead a quality and enriched life, while also […]
Special Needs Planning Part 2: Inclusive Workplaces for Adults with Intellectual Disabilities
For many families, graduations are an exciting time that represent all the opportunities to come. But for those caring for a loved one with an intellectual and developmental disability (IDD), milestone events like this can bring to light other concerns. Denis Horrigan, Partner and Co-founder of Connecticut Wealth Management (CTWM), sat down with Kim Morrison, […]
How to Align Your Values with Your Investment Strategy
In our recent CT Wealth Talk: What You Need to Know About the Future, a common theme throughout futurist Jamie Metzl’s keynote was the importance of ensuring that our values guide the development of technology, healthcare, and other advancements. But what exactly are values? Values are our own set of personal beliefs; they help us […]
Investment Committee Portfolio Change: June 2022
Megan Trask, CFP®, and John Shanley, CFP®, detail upcoming changes to CTWM’s target portfolio given current market conditions. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not […]
Forming a Financial Plan to Navigate Inflation Madness
Now more than ever, it’s critical to have an investment strategy that’s rooted in a financial plan. Megan Trask, CFP® spoke with FOX61 about how having a plan can help you navigate rising inflation, the bear market and talk of a recession. Watch the full interview.
Business Owners Tackle the Issue of a Shrinking Labor Force in Connecticut
Earlier this month, Connecticut Wealth Management (CTWM) launched its Business Owner Roundtable Series. The first event in this series focused on attracting and retaining employee talent and featured guest speaker Chris DiPentima, President and CEO of the CBIA. Denis Horrigan, Partner and co-founder of CTWM, moderated the discussion. Prominent business owners from several industries, including construction and […]
Investment Committee Update: June 2022
Jarrett Solomon, CFP®, and Megan Trask, CFP®, provide insight into the specific actions the firm is implementing to address the current bear market. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration […]
Special Needs Planning Part 1: Addressing Common Emotions of Caring for Your Child
If you are caring for a loved one with autism or another intellectual and developmental disability, it can be overwhelming to navigate through fear and other emotions to create a plan that ensures your loved one is cared for and supported. Emily Wood, Partner and Chief Client Officer at Connecticut Wealth Management (CTWM) sat down […]
Investment Committee Addresses Top Market Concerns
Megan Trask, CFP®, and John Shanley, CFP®, address the top three concerns about the market right now. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend […]
3 Reasons to Consider Private Market Investing
Kevin Leahy, CPA, CFP®, and Megan Trask, CFP®, discuss the reasons why the CTWM Investment Committee is considering private market investing and some of the risks and rewards that come with it. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be […]
Connecticut Wealth Management Recognized As a 2022 #1 Best Places to Work in Connecticut
FARMINGTON, Connecticut – March 31, 2022 — Connecticut Wealth Management, LLC(CTWM) was named to the top spot in the small/medium business category for the ‘Best Placesto Work in Connecticut‘ awards, an annual, statewide program created by Hartford BusinessJournal and Best Companies Group. This is the third year the company has won the number onespot and […]
Investment Committee Update: March 2022
Megan Trask, CFP®, and John Shanley, CFP®, detail an upcoming portfolio change regarding international and emerging markets. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not […]
Tips to Get Your Taxes Done
Patrick Sullivan, CFP® spoke with FOX61 to offer some last-minute tips ahead of the April 18 tax filing deadline. The most important tip is to start planning for the next tax year now. Watch the full interview.
How Women Should Plan for their Financial Futures
Emily Wood, CFP® spoke with WTNH News 8 about how women can plan for their financial futures and the steps to take. Watch the full interview.
Advice to Lead a Happy Life After a Gray Divorce
Divorce is mentally exhausting and is a period when emotions are at an all-time high. While those going through a divorce may want it to be resolved as quickly as possible, it is something that should not be rushed since you will be living with the outcome for many years. “Once the papers are signed, […]
How Women Can Take Control of Their Finances
Emily Wood, CFP® spoke with FOX61 about how women can take control of their finances. A key takeaway is to get started by taking small incremental steps toward financial empowerment. Watch the full interview.
What Executives Should Know About Corporate Benefits
Kathleen M. Christensen, CPA/PFS, CDFA®, and Michael Fernandes, CFP®, discuss what executives need to know about their corporate benefits. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and […]
CTWM’s Recipe for Talent Retention and Attraction
In the midst of the Great Resignation movement, talent retention and attraction are at the forefront of just about every organization. While great benefits and hybrid capabilities are still a necessity for organizations looking to hire today, even more critical to the “talent game” is company culture.
Navigating Through the Maze of Executive Compensation Plans
Hartford Business Journal Ask the Expert Feature with Jarrett Solomon, CFP® Q: What is an executive compensation plan and why do companies offer them? An executive compensation plan is a form of payment outside of traditional salary/bonus for top-tier employees that awards performance with equity in the company in the form of stock or options. […]
5 Ways to Help Maximize Your Bonus Potential
Have you recently received a bonus or are anticipating getting one in the coming months? Before you blindly spend your bonus, take a moment to reflect on how you can better utilize this supplemental income to support your short and long-term financial goals. To help you get the most out of your hard-earned money, our […]
Navigating Work-Related Income Changes
Jarrett Solomon, CFP®, and John Shanley, CFP®, discuss the implications of these changes from a planning perspective. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not […]
The Proposal Should Lead to a Proposal
The Real Vinnie Penn interviews Denis Horrigan, CFP®, CEPA® on the best ways to protect your personal finances before tying the knot this Valentine’s Day. Listen to the full interview.
Tips on Financing and Budgeting Upcoming Wedding
It’s important for newly engaged couples to talk about money and finances before they get married. Denis Horrigan, CFP®, CEPA® talks with FOX61 and offers advice on the importance of communication before tying the knot. Watch the full interview.
Financial Goal Setting Tips
Emily Wood, CFP®, and Elizabeth DeBassio, CPA/PFS, stress the importance of setting financial goals and offer insight into how you can set SMART goals and stay accountable to them. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment […]
Investment Committee Update: January 2022
Megan Trask, CFP®, and John Shanley, CFP®, provide a performance overview of CTWM’s investment portfolio and what is top of mind for the firm moving forward in 2022. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not […]
Your Top 2022 Financial To-Do’s for Every Season
However you celebrated the start of 2022, and you most likely created a list of resolutions for the New Year. But did you take a moment to reflect on your financial wellness? Financial planning is a complex and ongoing process and is something that you will need the help of an experienced financial advisor to […]
Connecticut Wealth Management Promotes Kailee Ostroski, Megan Trask, and Emily Wood to Partner
FARMINGTON, Conn.— (Jan. 3, 2022) —Kailee Ostroski, CFP®, Megan Trask, CFP®, and Emily Wood, CFP® have each been promoted to Partner at Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients and providing unbiased financial planning and asset management. “Each of these exceptional team members are skilled in […]
2021 Year-End Tax Planning Strategies
Jarrett Solomon, CFP®, CIMA® and Emily Wood, CFP® discuss the standard tax planning strategies we implement for our clients year in and year out. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific […]
12 from Connecticut Wealth Management Honored as 2021 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. (December 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 12 team members have received the 2021 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers […]
CTWM Announces United Negro College Fund Annual Scholarship Winner
Farmington, Conn. (Nov. 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Elyece Patterson of Hartford, Connecticut is the recipient of the 2021 CTWM United Negro College Fund (UNCF) Scholarship. Elyece is a Computer Science major at Spelman College, a private, historically Black, women’s liberal arts college in Atlanta, Georgia. Elyece […]
AWARENESS – What is Your New Normal and is it What You Really Want?
A reflection of my night with Ellen Palmer at the CTWM Think Pink Event Written By an Anonymous Attendee It has been a while since I attended an in-person event. It was the CTWM Think Pink event hosted by Connecticut Wealth Management in October of 2019 and focused on “mindfulness.” Throughout that discussion, the guest speaker Ellen […]
Deborah Hopper Joins Connecticut Wealth Management as Head of Human Resources
FARMINGTON, Conn. (November 4, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Deborah Hopper as its human resources (HR) and talent development leader. In the new role, she will be hands-on in helping attract and retain the best talent while guiding the firm through its growth. Deborah will be tasked with developing […]
Here’s What a Post-Pandemic Office Space Design will Look Like
Hartford Business Journal sits down with Connecticut Wealth Management to discuss its planned office renovations to promote teamwork in a post-COVID work environment. Read the full article.
CTWM Investment Committee Update
The CTWM Investment Committee is implementing a portfolio change in the coming weeks. Megan Trask, CFP®, and John Shanley, CFP® discuss why. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do […]
Biden’s Tax Plan & Implications For Your Taxes
Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS Partner, discuss Biden’s tax plan and the potential implications for your taxes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]
Investing With a Social Conscience
Hartford Business Journal Ask the Expert Feature with Megan Trask, CFP® As more and more social and political issues take center stage, people are taking a stand in support of the causes most meaningful to them. This heightened social climate provides a unique opportunity for investors to support the causes they align with through Socially Responsible Investing. […]
Connecticut Wealth Management’s Ostroski Wins Award
Wallingford Resident Receives Hartford Business Journal’s 2021 “40 Under Forty” Honor FARMINGTON, Conn. (August 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kailee Ostroski, CFP®, Director of Operations, has been recognized with the “40 Under Forty” Award from the Hartford Business Journal. Ostroski is one of forty award winners selected annually […]
White House Watch: Biden’s Tax Plan & Your Estate
Continuing with our White House Watch series, President & CEO, Kevin Leahy, CFP®, CPA, and Partner, Jarrett Solomon, CFP®, CIMA® discuss Biden’s tax plan and how it may relate to your estate. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]
White House Watch: Biden’s Tax Plan & Your Investments
Megan Trask, CFP® and John Shanley, CFP® review how President Biden’s tax plan may affect investments. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to make an offer […]
Implications of Biden’s Tax Plan
Hartford Business Journal Ask the Expert Feature with Emily R. Wood, CFP® Q: What is Biden proposing in his American Families Plan, and who will be exposed to its effects? Biden’s American Families Plan has far-reaching impacts on business owners, executives, real estate investors, and Connecticut estates. Fundamentally, this proposal has the potential to shift how high-net-worth […]
Cybersecurity: Protecting Your Personal Finances
Emily Wood, CFP®, and Beth Devino, CPA discuss the importance of protecting your finances from cybersecurity threats. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to […]
CTWM Investment Committee: Equity Exposure
The Connecticut Wealth Management Investment Committee is implementing a change to the stock side of portfolios in the coming weeks. Jarrett Solomon, CFP®, CIMA®, and John Shanley, CFP® dig into the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]
SRI: What is it?
Megan Trask, CFP® and Emily Wood, CFP® discuss what you need to know about SRI: Socially Responsible Investing. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend […]
Prioritizing Workplace Culture
We recently had the honor of discussing workplace culture with the #BizCast crew at the CBIA to share some advice for business leaders who are looking to improve the culture of their organization. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]
Connecticut Wealth Management’s Christensen Wins Award
West Hartford Resident Receives Hartford Business Journal’s 2021 “Women in Business” Honor FARMINGTON, Conn. (March 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, has been awarded the Hartford Business Journal’s 2021 Women in Business Award. Christensen is one of twenty-five award winners selected for prestigious […]
Investment Committee: Strategic Income
The Connecticut Wealth Management Investment Committee is making a change to the bond side of portfolios. Megan Trask, CFP®, and John J. Shanley, CFP® share the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do […]
It’s About Running the Business with Intent
Hartford Business Journal Ask the Expert Feature with Kevin Leahy, President & CEO Owners of closely-held businesses do not often have access to the kinds of resources large, public entities do. This includes guidance from boards of directors and elite C-suite level professionals that would help in identifying business goals, creating plans, and providing accountability to those […]
Executive Benefits
A well-structured executive benefit plan can be an important driver in a successful and fulfilling retirement. During this video, Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, and Emily Wood, CFP®, Director of Financial Planning, discuss the importance of understanding your compensation benefits and planning for what life will be like after you retire. Connecticut Wealth Management, LLC is a registered […]
CTWM Partners with United Negro College Fund for Annual Scholarship
FARMINGTON, Connecticut— (February 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce the launch of the Connecticut Wealth Management Scholarship 2021, in partnership with the United Negro College Fund (UNCF). The scholarship is open to Connecticut residents who are African American college sophomores who meet academic and needs-based criteria. One winner will […]
2021 Best Places to Work in CT
Connecticut Wealth Management recognized as the #1 Best Places to Work in CT! Read our write up in Hartford Business Journal.
11 from CTWM Honored as 2020 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. (February 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce eleven team members have received the 2020 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in […]
Investment Committee: Themes on Our Radar
Members of the CTWM Investment Committee, Jarrett F. Solomon, CFP ®, CIMA®, Partner, Megan Trask, CFP®, Managing Advisor & Director of the Investment Committee, and John Shanley, CFP®, Senior Financial Advisor & Assistant Director of the Investment Committee recently met and wanted to share with you three of the investment themes that they will be following closely as the […]
Post-Election: Changes to the Estate Tax
Now that a new administration is coming into office, what changes will be made to the estate tax? Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Kevin C. Leahy, CPA, CFP®, President & CEO, and Jarrett F. Solomon CFP®, CIMA®, Partner, what estate tax changes may be on the horizon. […]
Connecticut Wealth Management Announces Promotions
Four Promoted at Farmington-based Financial & Wealth Management Firm FARMINGTON, Conn. (January 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce four promotions this month. CTWM is a registered investment advisor committed to creating genuine partnerships with clients to provide unbiased financial planning and asset management. CTWM promotions in January include: Beth Devino, […]
Post-Election: Tax Changes?
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner, what taxes may look like post-election. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]
Strategic Shift to our Target Allocation
Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, share an update from the Investment Committee. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into […]
Why Are You In Business?
Kevin Leahy shares with the Hartford Business Journal why this is not a question to consider lightly. Read the full article.
Critical Conversations to Have On Aging
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discuss with Robert Mauterstock the conversations children must have with their aging parents. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]
Beth Devino, CPA® Joins Connecticut Wealth Management
FARMINGTON, Connecticut—November 10, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that Beth Devino, CPA® has joined the team as a Planning Analyst. Prior to joining Connecticut Wealth Management, Devino was a 401 (k)-plan administrator […]
White House Watch: Estate Planning
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Kevin C. Leahy, CPA, CFP®, President & CEO, and Jarrett F. Solomon CFP®, CIMA® how the presidential election may affect estate planning. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed […]
White House Watch: Taxes
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner & COO, how the presidential election may affect taxes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions […]
White House Watch: Investments
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with teammates Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, how the presidential election will affect the market. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational […]
Connecticut Wealth Management Celebrates 10th Anniversary
FARMINGTON, Connecticut—October 1, 2020—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is celebrating a milestone of ten years in business this year. Since opening its doors, a decade ago, CTWM’s business has evolved from its modest beginnings […]
Lorraine D. Halibozek, CPA® Joins Connecticut Wealth Management
FARMINGTON, Connecticut—September 8, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is thrilled to welcome Lorraine Halibozek, CPA® to the team as Controller. As Controller, Lorraine is responsible for planning and coordinating all accounting operational functions at […]
Jeffrey Buchbinder, Market Strategist at LPL Financial
How does the stock market affect the current political arena? What is the stock market doing versus the real-world economy? Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA® Partner, interview Jeffrey Buchbinder, CFA, Vice President Market Strategist at LPL Financial, to provide some insight about the state of […]
Real Estate Activity Amid the Pandemic
More about guest speaker David Brooke David Brooke and his team at Brooke Group Real Estate was ranked in the top 1% of the Keller Williams company. Along with his outstanding customer service that has been recognized with multiple “Best of Hartford” nominations and extensive 5 star reviews, David has established himself as a proven […]
Connecticut Wealth Management Director Named to Hartford Business Journal’s “40 Under Forty” List
FARMINGTON, Connecticut—August 10, 2020—Connecticut Wealth Management, LLC (CTWM), is proud to announce that Megan Trask, CFP®, Managing Advisor & Director of Investment Committee has been named to the 2020 Hartford Business Journal’s (HBJ) “40 Under Forty” list. The HBJ 40 Under Forty Award recognizes outstanding young professionals in the Greater Hartford area that are excelling […]
Public Schools Will Reopen, but with Drastic Changes
What will public schools look like when they reopen this fall? Thomas Moore, Superintendent of West Hartford Public Schools, shares the challenges his district has faced during the COVID-19 pandemic and the plans to keep students and faculty safe when schools reopen. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for […]
Connecticut Wealth Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
FARMINGTON, Connecticut—August 3, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, is pleased to announce it has been named to the 2020 edition of the Financial Times (FT) 300 Top Registered Investment Advisers. The list recognizes top […]
CTWM Investment Committee: Mid-Year Update
Jarrett F. Solomon, CFP®, CIMA®, Partner & John J. Shanley, CFP®, Senior Financial Advisor provide a CTWM Investment Committee Mid-Year Update about the financial markets. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]
COVID-19 Food Drive
During this uncertain time, it is now more important than ever to support our community. Connecticut Wealth Management & Heart Over Hunger have joined forces to collect non-perishable food and essential items to benefit The Bridge Family Center. FOOD DRIVE Thursday, June 18, 2020 8:30 am – 4:00 pm No-Contact Drop off Connecticut Wealth Management, LLC 281 Farmington Avenue Farmington, […]
What Will College Be Like in the Fall?
The COVID-19 outbreak has thrown complications and challenges into the process of going back to college this fall. Dr. Angel B. Pérez, CEO-Elect at the National Association for College Admission Counseling provides insight into reopening colleges during a pandemic. About Dr. Angel B. PérezDr. Angel B. Pérez is an education administrator, author, speaker, teacher, and […]
Sports, The Ultimate Reality Show
Almost every sporting event has been canceled or postponed because of the coronavirus pandemic. Kevin and Denis take a timeout with Mike Golic and Mike Golic, Jr. about the future of sports and how they are adapting to face the challenges in the age of COVID-19. A Note about the InterviewDuring the pandemic, many of […]
CTWM Investment Committee: Interesting Times in the Bond Market
The Connecticut Wealth Management Investment Committee discusses a tactical shift in fixed income portfolio positions. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to […]
What Keeps You Up at Night
As Connecticut cautiously opens, Joe Brennan, President & CEO of the Connecticut Business & Industry Association (CBIA) tries to find the silver lining when he discusses the challenges and opportunities ahead for businesses. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not […]
Safely Reopening Connecticut
Connecticut is set to partially reopen this week after a prolonged coronavirus shutdown. Joe Brennan, President & CEO of the Connecticut Business & Industry Association (CBIA) shares his insight on reopening businesses. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be […]
The Future of Health Care
How is our healthcare system holding up during the pandemic? What changes can doctors and patients expect? Kim Keck, President & CEO of Blue Cross & Blue Shield of Rhode Island, joins Kevin C. Leahy & Denis M. Horrigan to discuss how the healthcare system is adapting to a new environment. Connecticut Wealth Management, LLC […]
Financial Clarity & Confidence
What does the financial road to recovery look like? Burt White, Managing Director, Investor & Investment Solutions, and Chief Investment Officer at LPL Financial continues to watch the stock market and economic response to the COVID-19 impact. During his discussion with Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® he provides clarity that may […]
PPP Loans: Timing is Everything
Are there signs of hope for small business owners with a second round of PPP loans? Jay Sattler, CPA, MST, Managing Tax Partner at Blum Shapiro, joins Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® to share some promising feedback about the additional funding. Connecticut Wealth Management, LLC is a registered investment adviser. The […]
Marketing During the Pandemic
Having a clear marketing strategy is a component of every business plan. What changes should be made to this strategy during a pandemic? Kara Mitchell and Sara-Beth Donovan from the advertising agency Mintz + Hoke helped break down the complex challenge of marketing during the COVID-19 pandemic. Learn how to re-imagine your marketing strategy to […]
The Impact & Role of the Media During the Pandemic
Whether it is social media, radio, or television, the media is a large part of our daily lives. Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® interview journalist John Dankosky about the challenges the media is facing covering the news during the coronavirus pandemic. Connecticut Wealth Management, LLC is a registered investment adviser. The […]
Portfolio Management During the Pandemic
Kevin C. Leahy, CPA, CPA, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They recently interviewed Megan Trask, CFP® Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, to discuss how […]
COVID-19 and the Workplace
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They interviewed Attorney William A. Ryan, of Ryan & Ryan, LLC, to help provide guidance to business owners about the changes made […]
Getting Comfortable with Being Uncomfortable
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They recently interviewed Ellen Palmer, CEO of Ellen Palmer Wellness, Inc. & Co-Founder and COO of Healing Meals Community Project to discuss […]
Overview of the CARES Act & Planning ideas
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with many business owners & individuals in Connecticut & throughout the country. In this video, Kevin and Denis discuss the CARES Act, how businesses are finding the PPP loan application process, and financial […]
COVID-19 Relief Bill: Understanding the Loans & Paycheck Protection Programs
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Jay Sattler, CPA, MST, Managing Partner at Blum Shapiro, to help break down the loans and paycheck protection programs that are available […]
Technology During the Coronavirus Pandemic: Tools, Hazards & Best Practices
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Ari Santiago, President & CEO of IT Direct, to help business owners understand some of the tools, hazards, and best practices companies are […]
Investment Committee Update: Intense Market Volatility
Our Investment Committee has been meeting daily to strategize on what actions to take given the intense market volatility we have experienced over the last month. To date, we have purposefully not rebalanced back to target as an additional risk control measure. We acknowledge that it is difficult to look forward with so much uncertainty […]
Coronavirus Relief Bill: What It Means for Business
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They recently interviewed Joe Brennan, President & CEO of Connecticut Business & Industry Association (CBIA) to help business owners understand the relief programs the […]
Stock Market Volatility
Stock market volatility has continued this morning, leading to the trigger of market-wide circuit breakers. Put simply, market exchanges have mechanisms in place to try to help reduce panicked selling. The New York Stock Exchange declined by more than 7% this morning at the open, which triggered the first circuit breaker that halted trading for […]
Connecticut Wealth Management Named as a Finalist for Hartford Business Journal ‘Best Places to Work’ Award Program
FARMINGTON, Connecticut—February 28, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, today announced the organization was recently named as one of the Best Places to Work in Connecticut. This annual program was created by the Hartford Business […]
CTWM IC: Market Sensitivity
The last few trading days have not felt comfortable but market sensitivity to a headwind like a Coronavirus is not surprising. While the fear of a more serious outbreak is a legitimate concern, progress towards containment with immaterial impact on global economic forecasts is still the expectation and therefore we recommend staying the course. We […]
Connecticut Wealth Management Announces Team Milestones
FARMINGTON, Connecticut—February 24, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, today announced three-team milestones. John J. Shanley, CFP®, has been promoted to Senior Financial Advisor, where he will continue to work with clients to develop a […]
Kathleen Christensen Promoted to Partner of Connecticut Wealth Management
FARMINGTON, Connecticut—January 21, 2020—Kathleen M. Christensen has been promoted to Partner at Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management. “With this promotion, we recognize Kathy’s unwavering commitment to our clients, our team, and our community,” said […]
Ten Connecticut Wealth Management Team Members Named 2019 ‘Five Star Wealth Managers’ Award Recipients
More than 3,000 Connecticut-area wealth managers were considered for the award—only 289 were selected as recipients FARMINGTON, Connecticut—December 4, 2019—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that 10 team members received the 2019 ‘Five […]
CTWM IC: Simultaneous Growth?
Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far. Stocks and bonds typically do not experience simultaneous growth and certainly not of this magnitude for bonds. But, these are not normal times; domestic economic growth is steady yet global demand is weakening, trade uncertainty […]
Think Pink Women’s Event
Location: Delamar 1 Memorial Road, West Hartford, CT MINDFULNESS Thank you for joining us at the CTWM Think Pink event on Wednesday, October 30, 2019, at the Delamar in West Hartford! Guest Speaker: Ellen Palmer, Certified Holistic Health + Life Coach Event Handouts: CTWM Think Pink mindfulness exercise 5 Step Morning Routine for Thriving Mindfulness to Create Lasting Change […]
Connecticut Wealth Management Completes Merger with Capital Strategies, Inc.
A combined team leverages the shared value of building genuine client relationships FARMINGTON, Connecticut—September 18, 2019—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today they have successfully merged Bloomfield-based Capital Strategies into the Connecticut Wealth Management […]
CTWM IC: Factor Investing
Our last few portfolio updates have shared a recurring theme; we have taken gains in growth assets and moved to slightly more defensive positioning recognizing that we are likely later in the economic cycle. While we certainly appreciated the extra downside protection at the end of 2018, it was a very fast recovery, and we […]
CTWM Investment Committee: A Little Goes a Long Way
A little goes a long way. Perhaps, a phrase many of us can relate to in some way whether we’re referring to a change in our spending habits, showing kindness to a stranger, or adding hot sauce to our dinner. Our investment committee works tirelessly to find opportunities, big and small, to drive better outcomes […]
Outstanding Volunteers & Donors Celebrated
CTWM was recently recognized by The Bridge Family Center at their annual meeting. Click here to read more.
President and Chief Executive Officer, Kevin C. Leahy, Wins Hartford Business Journal “CEO of the Year” Award
“C-Suite Awards” honor the top-performing C-level executives in Greater Hartford FARMINGTON, Connecticut–June 13, 2019—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that President and Chief Executive Officer, Kevin C. Leahy, has been recognized by the Hartford Business Journal as a […]
Connecticut Wealth Management Hires Dan Ballou
Ballou serves as the firm’s newest financial advisor FARMINGTON, Connecticut—June 3, 2019—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that Dan Ballou, a CERTIFIED FINANCIAL PLANNER™ (CFP®), has joined the firm as a financial advisor. “Dan has experienced early success […]
Re-Thinking Wealth
Location: Dunkin’ Donuts Park 1214 Main Street, Hartford, CT Our annual Outlook event took place on Thursday, May 23, 2019, at Dunkin’ Donuts Stadium in Hartford, CT. Our guest speaker was National Geographic-Featured Adventure Speaker & Author Charles R. Scott. View Video: About our speaker Charles R. Scott is an adventurer, author of two books, co-founder […]
2019 Habitat for Humanity Women’s Build
The women of CTWM volunteered at the 2019 Habitat for Humanity Women’s Build. See Photos:
Simsbury River Run
Connecticut Wealth Management is a proud sponsor of the annual Simsbury River Run! See Photos:
CTWM Investment Committee: Portfolio Update
The end of the first quarter of 2019 has brought sunshine, baseball, and one of the best quarters US stocks have seen since the 90’s. While the sharp recovery from last year’s market declines has been a welcomed move, we are mindful that we have just celebrated the 10-year anniversary of the current bull market […]
Connecticut Wealth Management Supports Hartford Area Habitat for Humanity
FARMINGTON, CONNECTICUT April 15, 2019 Connecticut Wealth Management, LLC (CTWM) is proud to announce that it has donated $10,000 to the Hartford Area Habitat for Humanity. Habitat for Humanity is dedicated to eliminating substandard housing locally and worldwide through constructing, rehabilitating, and preserving homes; by advocating for fair and just housing policies; and by providing […]
CTWM Hires John Shanley, Certified Financial Planner
FARMINGTON, CONNECTICUT, April 3, 2019 – Connecticut Wealth Management, LLC. a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that John Shanley, CFP has joined the team. John Shanley joins the firm as a Financial Advisor. Mr. Shanley was previously a financial advisor at Pinnacle Investment […]
Connecticut Wealth Management Named a 2019 Best Places to Work in Connecticut
Connecticut Wealth Management, LLC was recently named as one of the Best Places to Work in Connecticut. This fifteenth annual program was created by the Hartford Business Journal and Best Companies Group. This survey and awards program is designed to identify, recognize, and honor the best employers in Connecticut, benefiting the state’s economy, workforce, and […]
2019 Tax Season 1099 Consolidated Statements
To help you plan for the preparation of your income tax return, please find below the mailing schedule for your 1099 consolidated statements from LPL Financial. LPL Financial mails 1099 consolidated statements in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable. Wave Description 01/31 This […]
The Bridge Family Center
The Bridge Family Center celebrated 50 years of helping families at their annual Children’s Charity Ball Saturday, January 26, 2019. CTWM is proud to be a sponsor of this wonderful event.
The Demographic Storm
Location: The Pond House Cafe, 1555 Asylum Avenue, West Hartford, CT Our annual Outlook event took place on Wednesday, May 2, 2018, at the Pond House Café in West Hartford, CT. Our guest speaker was demographer Kenneth W. Gronbach. ABOUT OUR SPEAKER Kenneth W. Gronbach is president of KGC Direct, LLC and author of “The Age Curve: […]
The Future is Now
The Future is Now event took place on Monday, May 8, 2017. Our guest speaker was technology pioneer, author and journalist Michael Rogers. ABOUT OUR SPEAKER Michael has worked with organizations ranging from NBC Universal and FedEx to Boeing, GE, and the Department of Defense. He studied physics and creative writing at Stanford University and […]
Robots Versus Humans: Financial Advisers for the Digital Age
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact. To some, this would sound ludicrous […]
8 Tips for Finding Balance Between Work and Life
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week. Americans work an average of 34.4 hours a […]
Politics & Your Portfolio
Location: Pond House: West Hartford, Connecticut Our Outlook: Politics & Your Portfolio event took place on Thursday, May 19 from 5:30 – 7:30 pm at the Pond House in West Hartford, Connecticut. The 2016 Outlook panelists were Joseph Maietta from Mainstay, Alec Young from Oppenheimer, and Robert Almeida from MFS.