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 […]
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 […]
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® how the presidential election may affect estate planning. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed […]
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 & COO, how the presidential election may affect taxes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions […]
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with teammates Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, how the presidential election will affect the market. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational […]
FARMINGTON, Connecticut—October 1, 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 is celebrating a milestone of ten years in business this year. Since opening its doors, a decade ago, CTWM’s business has evolved from its modest beginnings […]
FARMINGTON, Connecticut—September 8, 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 is thrilled to welcome Lorraine Halibozek, CPA® to the team as Controller. As Controller, Lorraine is responsible for planning and coordinating all accounting operational functions at […]
How does the stock market affect the current political arena? What is the stock market doing versus the real-world economy? Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA® Partner, interview Jeffrey Buchbinder, CFA, Vice President Market Strategist at LPL Financial, to provide some insight about the state of […]
More about guest speaker David Brooke David Brooke and his team at Brooke Group Real Estate was ranked in the top 1% of the Keller Williams company. Along with his outstanding customer service that has been recognized with multiple “Best of Hartford” nominations and extensive 5 star reviews, David has established himself as a proven […]
FARMINGTON, Connecticut—August 10, 2020—Connecticut Wealth Management, LLC (CTWM), is proud to announce that Megan Trask, CFP®, Managing Advisor & Director of Investment Committee has been named to the 2020 Hartford Business Journal’s (HBJ) “40 Under Forty” list. The HBJ 40 Under Forty Award recognizes outstanding young professionals in the Greater Hartford area that are excelling […]