Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a Hartford Business Journal (HBJ) 2025 Best Place to Work in Connecticut. This marks the ninth consecutive year CTWM has earned a spot on the list, ranking 18th in the small/medium business category, reinforcing the firm’s commitment to fostering a thriving workplace culture.
“This recognition is a testament to the exceptional people at CTWM who make this a place where both personal and professional growth thrive,” said Kevin Leahy, President & CEO. “I’m incredibly proud and grateful for this team’s dedication and the impact we create together.”
CTWM’s mission is to turn life’s aspirations into reality for our clients and team. The firm is dedicated to cultivating a workplace that prioritizes meaningful connections, professional development, and work-life balance. With a low client-to-advisor ratio, the firm fosters deeper relationships while maintaining its fiduciary commitment. The company’s culture is guided by core values including integrity, support, drive, grit, authenticity, empathy, positivity, and collaboration.
The firm’s investment in its team extends beyond professional growth. CTWM offers a comprehensive benefits package, including wellness initiatives such as fitness programs, yoga classes, and mental health support via the Headspace app. A culture of recognition is also integral to CTWM, with programs like peer-to-peer recognition, an annual awards ceremony, and the fun “Rubber Ducky Award” given to those who go above and beyond.
CTWM also provides leadership training, mentorship programs, and clearly defined career paths to support professional advancement. Community engagement is another key pillar of CTWM’s culture. The firm encourages employees to give back by offering paid time off for volunteering, strengthening its commitment to both its team and the broader community.
Connecticut Wealth Management has been recognized as a Best Place to Work in Connecticut every year the firm has been eligible since 2017, a testament to its people-first approach and unwavering commitment to teammate satisfaction.
About Best Places to Work
The Best Places to Work in Connecticut is a survey and award program that honors employers in Connecticut who are making their workplaces great. The survey is administered by Workforce Research Group in partnership with Hartford Business Journal. The assessment involves a two-part survey that first captures details about policies and practices and then captures employee’s opinions about their workplace experience.
To be considered, companies must meet the following criteria:
- Be publicly or privately held
- Are a for-profit, not-for-profit, or a government organization
- Have a physical operation in Connecticut
- Have at least 15 full or part-time employees working in Connecticut
- Have been in business for at least one year, at the program registration deadline
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. 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.
Disclosure: The Hartford Business Journal Best Places to Work in Connecticut award is based on survey responses collected at year-end 2024 by Hartford Business Journal in partnership with Workforce Research Group. Connecticut Wealth Management (CTWM) pays a fee to participate in the survey and access related reports. This recognition is not indicative of CTWM’s or its employees’ skill level in providing investment advice, nor does it represent the client experience. CTWM has no affiliation with Hartford Business Journal or the award administrators, and receipt of this award does not guarantee future investment performance. For more information on the award methodology and criteria, please visit: https://www.bestplacestoworkconnecticut.com/