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 effectiveness. Through her work with DeLisaGroup, she has helped leaders navigate growth and prepare for complex transitions in ownership and management.
This integration reflects CTWM’s continued focus on delivering planning that extends beyond financial strategies and supports the full trajectory of a business owner’s journey.
“We’ve known Kelly for a long time, and what stands out is how naturally she connects with business owners,” said Kevin Leahy, President and CEO of CTWM. “She has a way of stepping into conversations that are often complex or uncomfortable and helping leaders get to what really matters. Those are the same conversations we’re already having with clients, and Kelly deepens our ability to do that work in a meaningful way.”
At CTWM, McDaniel will lead and expand services that support the organizational and human side of ownership. Her work will include organizational consulting, executive coaching, leadership development, and recruiting, delivered through ongoing advisory engagements and targeted support.
“I’ve spent my career alongside business owners at some of the most important inflection points in their companies,” said McDaniel. “A lot of that work has been sitting in the room with leaders as they work through decisions that don’t always have clear answers. Joining CTWM feels like a natural extension of that work. I’m excited to bring what I’ve learned into a team that already thinks this way, and to help build something that supports clients in a way that feels real, practical, and lasting.”
The addition of McDaniel and DeLisaGroup represents a meaningful expansion of CTWM’s advisory services for business owners. Beyond financial planning and investment management, CTWM will now provide more direct and structured support around leadership effectiveness, organizational design, and team dynamics.
This enhances CTWM’s ability to advise leaders of privately held businesses across both financial and organizational dimensions, creating a more complete and connected experience during periods of growth, transition, and succession.
“Business owners don’t experience their challenges in silos,” said Leahy. “Their financial decisions, leadership decisions, and business decisions are all interconnected. This integration further positions CTWM as a partner not only in managing wealth, but in helping build and sustain the organizations behind it.”
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About Connecticut Wealth Management
Connecticut Wealth Management, LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Registration with the SEC does not imply a certain level of skill or training and does not imply the endorsement or approval of the qualifications of Connecticut Wealth Management and its representatives. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.