Connecticut Wealth Management, LLC (CTWM) is pleased to announce the addition of two experienced professionals to its team, as Conry Asset Management, a respected wealth advisory firm based in Kensington, has merged into CTWM.
“We are thrilled to welcome Conry Asset Management’s expertise and long-standing client relationships into our firm,” said Kevin Leahy, President & CEO of CTWM. “The addition of Brendan Sr. and Brendan Jr., a father-son team with decades of combined experience, strengthens our commitment to delivering comprehensive financial planning and investment management services to our clients.”
Established in 1992, Conry Asset Management has spent more than 30 years successfully guiding multi-generational families, non-profit endowments and foundations, and 401(k) plan sponsors. The merger reflects CTWM’s ongoing growth and dedication to expanding its capabilities to better serve clients across Connecticut and beyond.
“Joining CTWM feels like a natural step for us,” said Brendan T. Conry, Founder & Principal of Conry Asset Management. “We’re excited to combine our experience with CTWM’s resources to provide our clients with tailored, long-term portfolio strategies and customized financial planning.”
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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. 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.