FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) kicked off the year with the addition of four new team members! Joining the firm is a team of experienced individuals from New England Guild Wealth Advisors (the “Guild”): E. Patrick Logue, Partner; Susan M. Grayson, Partner; Brendan F. Fitzgerald, Senior Financial Advisor; and Alex Romejko, Financial Analyst.
“We are filled with gratitude to continue to grow our team with such talented professionals. Together, we will only further our mission of helping turn life’s aspirations into reality for our clients and teammates,” stated Kevin Leahy, President & CEO of Connecticut Wealth Management.
The union of both teams was a decision made with careful consideration and was based on three guiding principles: an adherence to the fiduciary standard by putting the interest of clients first, a commitment to sophisticated and comprehensive financial planning, and a deep bench of not just good advisers, but truly good people.
The goal of combining both teams under one roof is to improve the overall experience of the firm’s clients, by continuing to maintain a personalized level of service while building meaningful relationships.
“By joining the CTWM team, we are adding to the depth and breadth of talent at our firm, which will only benefit our clients moving forward,” said E. Patrick Logue, Partner at Connecticut Wealth Management.
About Connecticut Wealth Management, LLC
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. 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 LLC, visit www.CTWealthMgmt.com.