What does it take to build a business from a kitchen table, fund it by driving Uber at night, and grow it into one of Connecticut’s most recognizable brands? Brooke Goff joins In Good Company to share the story behind Goff Law Group and the lessons she’s learned about leadership, resilience, marketing, and entrepreneurship along […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce the addition of Heather Rhoades as Partner, Trust Services, further strengthening the firm’s capabilities in estate planning coordination and multi-generational wealth planning. “This is an area where coordination really matters,” said Kevin Leahy, President and CEO of CTWM. “Heather brings deep technical experience and […]
On this episode of In Good Company, we explore what it really means to exit a business—and why the best outcomes are almost never just about valuation. Denis Horrigan and Kevin Leahy sit down with Ramsey Goodrich of Carter Morse & Goodrich to unpack the full arc of a business transition, from unsolicited offers and […]
As we approach the halfway point of 2026, investors have already experienced more than their fair share of market-moving headlines. After starting the year strong, markets pulled back amid geopolitical tensions and have since rebounded to new highs. Times like these serve as a reminder of how quickly markets can react to short-term events—and why […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce the integration of DeLisaGroup and the addition of Kelly McDaniel, President and Owner of DeLisaGroup, in a strategic move that enhances CTWM’s capabilities for business owners. McDaniel brings decades of experience advising businesses on leadership development, executive coaching, strategic planning, succession planning, and organizational […]
In the second episode of the In Good Company podcast, hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with Michelle Nicholson, founder of The Flour Girl. Listen Now on Spotify or Apple Podcasts. From selling sourdough on her front porch to building a destination business that draws thousands, Michelle’s journey is anything but […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce the firm has been recognized as a 2026 Best Place to Work in Connecticut by the Hartford Business Journal (HBJ), marking the firm’s 10th consecutive year on the list. CTWM ranked #6 in the small/medium business category, reinforcing the firm’s continued commitment to […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) recently hosted multiple training sessions as part of its wealth management cohort in partnership with the University of Connecticut (UConn) School of Business. With more than 200 students, the cohort reflects growing interest in financial planning and a shared effort to build a dedicated academic track within the […]
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 […]