2021 Best Places to Work in CT
Connecticut Wealth Management recognized as the #1 Best Places to Work in CT! Read our write up in Hartford Business Journal.
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11 from CTWM Honored as 2020 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. (February 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce eleven team members have received the 2020 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 in […]
Investment Committee: Themes on Our Radar
Members of the CTWM Investment Committee, Jarrett F. Solomon, CFP ®, CIMA®, Partner, Megan Trask, CFP®, Managing Advisor & Director of the Investment Committee, and John Shanley, CFP®, Senior Financial Advisor & Assistant Director of the Investment Committee recently met and wanted to share with you three of the investment themes that they will be following closely as the […]
Post-Election: Changes to the Estate Tax
Now that a new administration is coming into office, what changes will be made to the estate tax? Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Kevin C. Leahy, CPA, CFP®, President & CEO, and Jarrett F. Solomon CFP®, CIMA®, Partner, what estate tax changes may be on the horizon. […]
Connecticut Wealth Management Announces Promotions
Four Promoted at Farmington-based Financial & Wealth Management Firm FARMINGTON, Conn. (January 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce four promotions this month. CTWM is a registered investment advisor committed to creating genuine partnerships with clients to provide unbiased financial planning and asset management. CTWM promotions in January include: Beth Devino, […]
Post-Election: Tax Changes?
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner, what taxes may look like post-election. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]
Strategic Shift to our Target Allocation
Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, share an update from the Investment Committee. 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 […]
Why Are You In Business?
Kevin Leahy shares with the Hartford Business Journal why this is not a question to consider lightly. Read the full article.
Critical Conversations to Have On Aging
Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discuss with Robert Mauterstock the conversations children must have with their aging parents. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]
Beth Devino, CPA® Joins Connecticut Wealth Management
FARMINGTON, Connecticut—November 10, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that Beth Devino, CPA® has joined the team as a Planning Analyst. Prior to joining Connecticut Wealth Management, Devino was a 401 (k)-plan administrator […]