Continuing with our White House Watch series, President & CEO, Kevin Leahy, CFP®, CPA, and Partner, Jarrett Solomon, CFP®, CIMA® discuss Biden’s tax plan and how it may relate to your estate. 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 […]
Megan Trask, CFP® and John Shanley, CFP® review how President Biden’s tax plan may affect investments. 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 not intend to make an offer […]
Hartford Business Journal Ask the Expert Feature with Emily R. Wood, CFP® Q: What is Biden proposing in his American Families Plan, and who will be exposed to its effects? Biden’s American Families Plan has far-reaching impacts on business owners, executives, real estate investors, and Connecticut estates. Fundamentally, this proposal has the potential to shift how high-net-worth […]
Emily Wood, CFP®, and Beth Devino, CPA discuss the importance of protecting your finances from cybersecurity threats. 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 not intend to […]
The Connecticut Wealth Management Investment Committee is implementing a change to the stock side of portfolios in the coming weeks. Jarrett Solomon, CFP®, CIMA®, and John Shanley, CFP® dig into the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]
Megan Trask, CFP® and Emily Wood, CFP® discuss what you need to know about SRI: Socially Responsible Investing. 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 not intend […]
We recently had the honor of discussing workplace culture with the #BizCast crew at the CBIA to share some advice for business leaders who are looking to improve the culture of their organization. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]
West Hartford Resident Receives Hartford Business Journal’s 2021 “Women in Business” Honor FARMINGTON, Conn. (March 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, has been awarded the Hartford Business Journal’s 2021 Women in Business Award. Christensen is one of twenty-five award winners selected for prestigious […]
The Connecticut Wealth Management Investment Committee is making a change to the bond side of portfolios. Megan Trask, CFP®, and John J. Shanley, CFP® share the reasons for these changes. 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 […]
Hartford Business Journal Ask the Expert Feature with Kevin Leahy, President & CEO Owners of closely-held businesses do not often have access to the kinds of resources large, public entities do. This includes guidance from boards of directors and elite C-suite level professionals that would help in identifying business goals, creating plans, and providing accountability to those […]