Markets have continued to deliver strong returns over the past few years, and with that growth comes both opportunities and considerations for investors. In the latest update from Connecticut Wealth Management’s (CTWM) Investment Committee, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Chief Investment Officer, share the firm’s perspective on strategies to keep in […]
FARMINGTON, Conn. – Connecticut Wealth Management (CTWM), an experienced wealth management and financial planning firm, is proud to announce the launch of its new podcast, In Good Company, hosted by CTWM co-founders Kevin Leahy and Denis Horrigan. The series is designed for business owners who know the best ideas don’t come from textbooks, they come […]
FARMINGTON, Conn. – Connecticut Wealth Management (CTWM) is pleased to announce that Denis Horrigan, Partner and Co-Founder, has been elected to serve on the board of directors of the Connecticut Business & Industry Association (CBIA), the state’s largest business organization. The election took place during CBIA’s annual meeting in Hartford, and Horrigan began his four-year […]
In the very first episode of In Good Company—a podcast grounded in the belief that the best ideas don’t come from textbooks, they come from real conversations—hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with longtime friend and respected business leader Chris DiPentima, President & CEO of the Connecticut Business […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 17 team members have been recognized as 2025 Five Star Wealth Manager Award recipients by Five Star Professional. “Our commitment at CTWM has always been about more than just managing assets. It’s about building genuine relationships and delivering comprehensive financial planning rooted in […]
For many families, wealth planning isn’t just about today. It’s about creating a legacy that supports children, grandchildren, and future generations. But when is the right time to start planning for multigenerational wealth? That’s a question Megan Trask, Partner and Managing Advisor at Connecticut Wealth Management (CTWM), helps families explore through thoughtful planning conversations —conversations […]
FARMINGTON, CT – Connecticut Wealth Management (CTWM) is pleased to welcome Beth Devino, CPA/PFS, CEPA®, back to the firm as a Senior Financial Planner, where she will support complex client relationships, with a particular focus on business owners. In her role, Beth leads financial planning engagements for business owners and their families, working closely with […]
FARMINGTON, CT – Connecticut Wealth Management, LLC (CTWM) is pleased to announce that the firm has been named to the 2025 Forbes | SHOOK Top RIA list. The fourth annual list recognizes 250 firms from across the country, collectively managing more than $1.9 trillion in assets. CTWM ranked #108 nationally and is among the top […]
Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Alec Rosen, Director of Growth, has been named to the InvestmentNews 2025 Under 40 Rising Stars list. This prestigious accolade honors young professionals who are shaping the future of wealth management through innovation, leadership, and a commitment to client success. Since joining CTWM in October […]
At Connecticut Wealth Management (CTWM), we believe that staying invested with a diversified, long-term approach is essential, especially in unpredictable market environments like what we’ve seen in 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 […]