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Connecticut Wealth Management Completes Merger with Capital Strategies, Inc.

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A combined team leverages the shared value of building genuine client relationships FARMINGTON, Connecticut—September 18, 2019—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 they have successfully merged Bloomfield-based Capital Strategies into the Connecticut Wealth Management […]

CTWM IC: Factor Investing

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Our last few portfolio updates have shared a recurring theme; we have taken gains in growth assets and moved to slightly more defensive positioning recognizing that we are likely later in the economic cycle. While we certainly appreciated the extra downside protection at the end of 2018, it was a very fast recovery, and we […]

CTWM Investment Committee: A Little Goes a Long Way

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A little goes a long way. Perhaps, a phrase many of us can relate to in some way whether we’re referring to a change in our spending habits, showing kindness to a stranger, or adding hot sauce to our dinner. Our investment committee works tirelessly to find opportunities, big and small, to drive better outcomes […]

President and Chief Executive Officer, Kevin C. Leahy, Wins Hartford Business Journal “CEO of the Year” Award

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“C-Suite Awards” honor the top-performing C-level executives in Greater Hartford FARMINGTON, Connecticut–June 13, 2019—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that President and Chief Executive Officer, Kevin C. Leahy, has been recognized by the Hartford Business Journal as a […]

Connecticut Wealth Management Hires Dan Ballou

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Ballou serves as the firm’s newest financial advisor FARMINGTON, Connecticut—June 3, 2019—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that Dan Ballou, a CERTIFIED FINANCIAL PLANNER™ (CFP®), has joined the firm as a financial advisor. “Dan has experienced early success […]

Re-Thinking Wealth

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Location: Dunkin’ Donuts Park 1214 Main Street, Hartford, CT Our annual Outlook event took place on Thursday, May 23, 2019, at Dunkin’ Donuts Stadium in Hartford, CT. Our guest speaker was National Geographic-Featured Adventure Speaker & Author Charles R. Scott. View Video: About our speaker Charles R. Scott is an adventurer, author of two books, co-founder […]

CTWM Investment Committee: Portfolio Update

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The end of the first quarter of 2019 has brought sunshine, baseball, and one of the best quarters US stocks have seen since the 90’s. While the sharp recovery from last year’s market declines has been a welcomed move, we are mindful that we have just celebrated the 10-year anniversary of the current bull market […]