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 Management in Simsbury.
“Our team of advisors is formed around one common interest and that is making a difference in clients’ lives,” said President and CEO of CTWM, Kevin C. Leahy, “John shares this passion, and we’re thrilled to add his expertise to our talented team of advisors.”
John Shanley will work with clients to help determine their financial goals and develop their financial plans. He is also responsible for implementing investment strategies based on each client’s needs and is part of the CTWM investment committee.
“I am excited to be part of a team that always puts client’s interest first and takes a holistic approach to financial planning. CTWM is continuously striving to improve clients’ financial lives and it’s an exciting environment to be a part of,” said John Shanley, CFP®, Financial Advisor.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC is a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.CTWealthMgmt.com.