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 […]

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,” […]

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 […]