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 […]
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. […]
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,” […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]