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 […]
A well-structured executive benefit plan can be an important driver in a successful and fulfilling retirement. During this video, Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, and Emily Wood, CFP®, Director of Financial Planning, discuss the importance of understanding your compensation benefits and planning for what life will be like after you retire. Connecticut Wealth Management, LLC is a registered […]
FARMINGTON, Connecticut— (February 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce the launch of the Connecticut Wealth Management Scholarship 2021, in partnership with the United Negro College Fund (UNCF). The scholarship is open to Connecticut residents who are African American college sophomores who meet academic and needs-based criteria. One winner will […]
Connecticut Wealth Management recognized as the #1 Best Places to Work in CT! Read our write up in Hartford Business Journal.
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 […]