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 […]
In a recent interview with WFSB – Channel 3 Eyewitness News, Jessica Dodge discussed how you can take control of your financial plan. While setting goals inside of your business and personal lives may seem separate, the two are very intertwined. This is why addressing both at the same time is so critical for business […]
Article originally published in Hartford Business Journal‘s Best Places to Work in CT edition. Connecticut Wealth Management’s (CTWM) unofficial tagline, “Experience Genuine,” is easy to do but difficult to explain, according to the financial services company’s president and CEO Kevin C. Leahy. He founded the firm in 2010 with partner Denis Horrigan, but doesn’t want […]
Megan Trask, CFP®, and John Shanley, CFP® review how CTWM’s investment approach faired in 2022 and discuss current market conditions and the outlook for 2023. 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 […]
Firm places on the list for the 7th year in a row FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) was recognized to the top spot in the small/medium business category in the ‘Best Places to Work in Connecticut’ awards, an annual, statewide program created by Hartford Business Journal and Best Companies Group. This is […]
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that they have promoted 12 team members in the first months of 2023, a first in the firm’s tenure. 2023 Promotions: “It’s such an incredible milestone to be able to kick off the year with 12 […]
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) kicked off the year with the addition of four new team members! Joining the firm is a team of experienced individuals from New England Guild Wealth Advisors (the “Guild”): E. Patrick Logue, Partner; Susan M. Grayson, Partner; Brendan F. Fitzgerald, Senior Financial Advisor; and Alex Romejko, Financial Analyst. […]
As a business owner, your financial goals, personal goals, and business goals are deeply interconnected, which makes finding the right balance between all three a challenge. With the right support team in place, this can help you not only grow your business but also to lead the life you want professionally and personally.
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 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 over […]