FARMINGTON, CT – Connecticut Wealth Management (CTWM) is pleased to welcome Beth Devino, CPA/PFS, CEPA®, back to the firm as a Senior Financial Planner, where she will support complex client relationships, with a particular focus on business owners.
In her role, Beth leads financial planning engagements for business owners and their families, working closely with CTWM advisors and clients’ external professional teams to help ensure planning decisions are coordinated and aligned. Her work helps clients better understand how their financial, business, and personal priorities intersect as they plan for both near-term decisions and long-term goals.
“Beth’s return is incredibly meaningful for our firm,” said Kevin Leahy, President & CEO of Connecticut Wealth Management. “From the moment she first joined CTWM, we knew we had a strong planner and trusted teammate. Her return reinforces what we value deeply. Beth brings clarity, thoughtfulness, and a collaborative approach that elevates both our client experience and our culture.”
Beth brings more than 20 years of experience across financial planning, corporate accounting, and auditing, allowing her to approach planning conversations with both technical depth and practical perspective.
“I’m grateful for the warm welcome back to CTWM,” said Beth Devino. “I continue to be inspired by the team and the meaningful work we do with clients. I’m excited to rejoin the firm and support clients as they navigate the decisions that shape their financial futures.”
Outside of her work with clients, Beth is actively involved in the Waterbury community, serving on the board of the Palace Theatre. She also actively participates in CTWM’s charitable initiatives. In her personal time, she enjoys golf and spending time with family and friends at her homes in Connecticut and Jupiter, Florida.
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About Connecticut Wealth Management
Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. CTWM prides itself 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, visit www.CTWealthMgmt.com.