Megan Trask, CFP®, and John Shanley, CFP®, provide a performance overview of CTWM’s investment portfolio and what is top of mind for the firm moving forward in 2022. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not […]
However you celebrated the start of 2022, and you most likely created a list of resolutions for the New Year. But did you take a moment to reflect on your financial wellness? Financial planning is a complex and ongoing process and is something that you will need the help of an experienced financial advisor to […]
FARMINGTON, Conn.— (Jan. 3, 2022) —Kailee Ostroski, CFP®, Megan Trask, CFP®, and Emily Wood, CFP® have each been promoted to Partner at Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients and providing unbiased financial planning and asset management. “Each of these exceptional team members are skilled in […]
Jarrett Solomon, CFP®, CIMA® and Emily Wood, CFP® discuss the standard tax planning strategies we implement for our clients year in and year out. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific […]
FARMINGTON, Conn. (December 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 12 team members have received the 2021 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers […]
Farmington, Conn. (Nov. 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Elyece Patterson of Hartford, Connecticut is the recipient of the 2021 CTWM United Negro College Fund (UNCF) Scholarship. Elyece is a Computer Science major at Spelman College, a private, historically Black, women’s liberal arts college in Atlanta, Georgia. Elyece […]
A reflection of my night with Ellen Palmer at the CTWM Think Pink Event Written By an Anonymous Attendee It has been a while since I attended an in-person event. It was the CTWM Think Pink event hosted by Connecticut Wealth Management in October of 2019 and focused on “mindfulness.” Throughout that discussion, the guest speaker Ellen […]
FARMINGTON, Conn. (November 4, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Deborah Hopper as its human resources (HR) and talent development leader. In the new role, she will be hands-on in helping attract and retain the best talent while guiding the firm through its growth. Deborah will be tasked with developing […]
Hartford Business Journal sits down with Connecticut Wealth Management to discuss its planned office renovations to promote teamwork in a post-COVID work environment. Read the full article.
The CTWM Investment Committee is implementing a portfolio change in the coming weeks. Megan Trask, CFP®, and John Shanley, CFP® discuss why. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do […]