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Biden’s Tax Plan & Implications For Your Taxes

Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS Partner, discuss Biden’s tax plan and the potential implications for your taxes.  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 […]

Investing With a Social Conscience

Hartford Business Journal Ask the Expert Feature with Megan Trask, CFP® As more and more social and political issues take center stage, people are taking a stand in support of the causes most meaningful to them. This heightened social climate provides a unique opportunity for investors to support the causes they align with through Socially Responsible Investing. […]

Connecticut Wealth Management’s Ostroski Wins Award

Wallingford Resident Receives Hartford Business Journal’s 2021 “40 Under Forty” Honor FARMINGTON, Conn. (August 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kailee Ostroski, CFP®, Director of Operations, has been recognized with the “40 Under Forty” Award from the Hartford Business Journal. Ostroski is one of forty award winners selected annually […]

White House Watch: Biden’s Tax Plan & Your Estate

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 […]

White House Watch: Biden’s Tax Plan & Your Investments

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 […]

Implications of Biden’s Tax Plan

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 […]

Cybersecurity: Protecting Your Personal Finances

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 […]

CTWM Investment Committee: Equity Exposure

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 […]

SRI: What is it?

 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 […]

Prioritizing Workplace Culture

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 […]