The Proposal Should Lead to a Proposal
The Real Vinnie Penn interviews Denis Horrigan, CFP®, CEPA® on the best ways to protect your personal finances before tying the knot this Valentine’s Day. Listen to the full interview.
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Tips on Financing and Budgeting Upcoming Wedding
It’s important for newly engaged couples to talk about money and finances before they get married. Denis Horrigan, CFP®, CEPA® talks with FOX61 and offers advice on the importance of communication before tying the knot. Watch the full interview.
Financial Goal Setting Tips
Emily Wood, CFP®, and Elizabeth DeBassio, CPA/PFS, stress the importance of setting financial goals and offer insight into how you can set SMART goals and stay accountable to them. 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 […]
Investment Committee Update: January 2022
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 […]
Your Top 2022 Financial To-Do’s for Every Season
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 […]
Connecticut Wealth Management Promotes Kailee Ostroski, Megan Trask, and Emily Wood to Partner
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 […]
2021 Year-End Tax Planning Strategies
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 […]
12 from Connecticut Wealth Management Honored as 2021 Five Star Wealth Manager Award Recipients
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 […]
CTWM Announces United Negro College Fund Annual Scholarship Winner
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 […]
AWARENESS – What is Your New Normal and is it What You Really Want?
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 […]