FARMINGTON, Connecticut – June 2, 2022 — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is thrilled to announce that Laura Sundquist has joined the company as a Senior Financial Planner. Ms. Sundquist brings over 25 years of experience in financial, college, retirement, and tax planning to her role at CTWM. She plays an integral role in developing strategic and innovative plans for CTWM clients so that risk profiles, prioritized goals, objectives, and asset allocations are appropriate for each client’s individual circumstances. With a background in tax, Ms. Sundquist also identifies and promotes tax strategies that align with a client’s financial goals.
“We are thrilled to welcome Laura to the CTWM team, given her experience working with a broad range of clients across nearly every circumstance. Not only will our clients benefit from Laura’s experience, but our team members will as well. Laura is already a role model when it comes to exemplifying our firm’s core values, making her a natural fit at CTWM. She has a philanthropic spirit and is already deeply connected to giving back within the surrounding community,” commented Emily Wood, Partner at CTWM.
Ms. Sundquist shares in the enthusiasm, stating, “I look forward to working with and learning from the CTWM team, as well as bringing my years of experience in the tax and planning field to the company and our clients. It’s exciting to be part of such a fast-growing company and I’m looking forward to helping the company maintain its vision as a fiduciary to work in the best interest of each client. I’ve always enjoyed helping clients achieve their financial goals and with the CTWM team, I will be able to help take clients to the next level in the financial planning process.”
Prior to joining Connecticut Wealth Management, Ms. Sundquist was a Senior Planner at Sage Financial Design. She also spent three years living abroad in Paris and Germany and three years in public accounting at a local CPA accounting firm. Ms. Sundquist is a graduate of Bentley University where she received a Bachelor of Science degree in Accountancy. She received her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and is also a Certified Public Accountant (CPA) and a Chartered Advisor in Philanthropy. Ms. Sundquist has been a member of the Financial Planning Association (FPA) CT for 25+ years and is the current Treasurer. She and her family reside in New Hartford.
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.