FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Emily Wood, CFP®, Partner and Chief Client Officer (CCO), has been recognized as an honoree of the Hartford Business Journal’s (HBJ) 40 Under Forty Awards. The 40 Under Forty Awards recognizes outstanding young professionals in the Greater Hartford area who are excelling […]
This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Josh Sweeney, CFA has joined the company as Director of Investments. In this newly created role, Josh is responsible for leading all aspects of the firm’s investment programs to help clients protect, preserve, and grow […]
Megan Trask, CFP®, and John Shanley, CFP®, discuss a change to portfolios that impacts clients who are taking recurring distributions. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and […]
Small businesses are the lifeblood of our economy, but especially here in Connecticut. This sentiment was shared by everyone in attendance at the National Small Business Week SBA (Small Business Association) Awards & Resource Expo hosted by the CBIA earlier this month. This statement was underscored by Alexandra Daum, Commissioner of Connecticut’s Department of Economic […]
Megan Trask, CFP®, and John Shanley, CFP® provide an overview of the market environment and how portfolios are responding. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to partner with CBIA and the Connecticut District SBA to honor small businesses at the National Small Business Week Awards on May 4, 2023 at Rentschler Field at Pratt & Whitney Stadium in East Hartford, CT. The event will wrap up National Small Business Week […]
As an investment class, cash has been an asset of stability. That was until we saw the collapse of Silicon Valley Bank (SVB). This has individual savers and business owners turning their attention to cash, and how safe it is. Connecticut Wealth Management’s (CTWM) Kevin Leahy, President and CEO, and Jessica Dodge, address some of […]
Studies show that women are still behind when it comes to planning for their retirement as a result of saving less, accumulating less wealth, and having fewer investments. This Women’s History Month, Megan Trask sat down with Fox61 to share financial wellness tips that women can use to build their personal wealth and lessen this […]