CT Wealth News

The CTWM experts are often called upon to provide insight on the latest industry trends. Follow along here for our latest media appearances and other key happenings.

Wrapping up National Financial Planning Month

As we approach the end of the year, you might be wondering what you can do now to help get your finances in order. In this interview with Great Day Connecticut on WFSB TV, Megan Trask shares insight on how a financial plan can help you to prioritize your spending, and the importance of contributing […]

Minimize the Impact of Inflation & Stay on Track Financially

In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.

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CTWM Announces Director for New Business Owner Service

FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Jessica Dodge has joined the company as the Director of Momentum for Business Owners. With over a decade of experience offering strategic advice and support to small growth-stage businesses, Jessica is passionate about developing programs […]

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CTWM to Host the American Cancer Society’s Real Men Wear Pink Launch Event

FARMINGTON, Connecticut — The American Cancer Society (ACS), the nation’s largest nonprofit dedicated to cancer research funding, is proud to partner with Connecticut Wealth Management (CTWM) for the launch of its Real Men Wear Pink Campaign. The campaign kicks off on Thursday, September 15 with a special launch party at CTWM’s newly renovated Collaboration Space […]

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Taylor C. King, CFP® Joins CTWM as Senior Financial Advisor

FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Taylor C. King has joined the company as a Senior Financial Advisor. Ms. King has over a decade of experience in the field, with comprehensive knowledge of the holistic financial planning and wealth management industry. […]

Connecticut Wealth Management Recognized as Top 2022 Healthiest Employers

FARMINGTON, CT— September 1, 2022— Connecticut Wealth Management, LLC (CTWM) announced that it was recently named to the top spot for companies with under 1,500 employees in the Hartford Business Journal’s 2022 Healthiest Employers Awards in Connecticut. Healthiest Employers is a trusted awards program that recognizes people-first organizations taking a more proactive approach to employee […]

Stretch Your Dollar: Say ‘I Do’ to Budget Planning

With wedding season in full swing, Emily Wood shared a few tips with WTNH News 8 to help couples plan for the wedding and their financial future. Watch the full interview.

Forming a Financial Plan to Navigate Inflation Madness

Now more than ever, it’s critical to have an investment strategy that’s rooted in a financial plan. Megan Trask, CFP® spoke with FOX61 about how having a plan can help you navigate rising inflation, the bear market and talk of a recession. Watch the full interview.

CTWM Team Continues to Grow: Laura Sundquist Joins Firm as Senior Financial Planner

FARMINGTON, Connecticut – June 2, 2022 — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is thrilled to announce that Laura Sundquist has joined the company as a Senior Financial Planner. Ms. Sundquist brings over 25 years of experience in financial, college, retirement, and tax planning to her role at CTWM. […]

Connecticut Wealth Management Recognized As a 2022 #1 Best Places to Work in Connecticut

FARMINGTON, Connecticut – March 31, 2022 — Connecticut Wealth Management, LLC(CTWM) was named to the top spot in the small/medium business category for the ‘Best Placesto Work in Connecticut‘ awards, an annual, statewide program created by Hartford BusinessJournal and Best Companies Group. This is the third year the company has won the number onespot and […]

How Women Should Plan for their Financial Futures

Emily Wood, CFP® spoke with WTNH News 8 about how women can plan for their financial futures and the steps to take. Watch the full interview.

How Women Can Take Control of Their Finances

Emily Wood, CFP® spoke with FOX61 about how women can take control of their finances. A key takeaway is to get started by taking small incremental steps toward financial empowerment. Watch the full interview.

Tips on Financing and Budgeting Upcoming Wedding

It’s important for newly engaged couples to talk about money and finances before they get married. Denis Horrigan, CFP®, CEPA® talks with FOX61 and offers advice on the importance of communication before tying the knot. Watch the full interview.

Connecticut Wealth Management Promotes Kailee Ostroski, Megan Trask, and Emily Wood to Partner

FARMINGTON, Conn.— (Jan. 3, 2022) —Kailee Ostroski, CFP®, Megan Trask, CFP®, and Emily Wood, CFP® have each been promoted to Partner at Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients and providing unbiased financial planning and asset management. “Each of these exceptional team members are skilled in […]

12 from Connecticut Wealth Management Honored as 2021 Five Star Wealth Manager Award Recipients

FARMINGTON, Conn. (December 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 12 team members have received the 2021 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 […]

Deborah Hopper Joins Connecticut Wealth Management as Head of Human Resources

FARMINGTON, Conn. (November 4, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Deborah Hopper as its human resources (HR) and talent development leader. In the new role, she will be hands-on in helping attract and retain the best talent while guiding the firm through its growth. Deborah will be tasked with developing […]

Here’s What a Post-Pandemic Office Space Design will Look Like

Hartford Business Journal sits down with Connecticut Wealth Management to discuss its planned office renovations to promote teamwork in a post-COVID work environment. Read the full article.

Connecticut Wealth Management’s Ostroski Wins Award

Wallingford Resident Receives Hartford Business Journal’s 2021 “40 Under Forty” Honor FARMINGTON, Conn. (August 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kailee Ostroski, CFP®, Director of Operations, has been recognized with the “40 Under Forty” Award from the Hartford Business Journal. Ostroski is one of forty award winners selected annually […]

McLoughlin Joins Connecticut Wealth Management as Director of Marketing

FARMINGTON, Conn. (April 13, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Steve McLoughlin as its director of marketing. In this new role, McLoughlin will lead CTWM’s strategic marketing efforts, work alongside the advisory teams to help create great client experiences and long-term relationships, and foster CTWM’s relationships within the community. “We’re […]

Connecticut Wealth Management’s Christensen Wins Award

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 […]

2021 Best Places to Work in CT

Connecticut Wealth Management recognized as the #1 Best Places to Work in CT! Read our write up in Hartford Business Journal.

11 from CTWM Honored as 2020 Five Star Wealth Manager Award Recipients

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 […]

Connecticut Wealth Management Announces Promotions

Four Promoted at Farmington-based Financial & Wealth Management Firm FARMINGTON, Conn. (January 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce four promotions this month. CTWM is a registered investment advisor committed to creating genuine partnerships with clients to provide unbiased financial planning and asset management. CTWM promotions in January include: Beth Devino, […]

Beth Devino, CPA® Joins Connecticut Wealth Management

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 […]

Connecticut Wealth Management Celebrates 10th Anniversary

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 […]

Lorraine D. Halibozek, CPA® Joins Connecticut Wealth Management

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 […]

Connecticut Wealth Management Director Named to Hartford Business Journal’s “40 Under Forty” List

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 […]

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Connecticut Wealth Management Named to 2020 Financial Times 300 Top Registered Investment Advisers

FARMINGTON, Connecticut—August 3, 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 pleased to announce it has been named to the 2020 edition of the Financial Times (FT) 300 Top Registered Investment Advisers. The list recognizes top […]

Connecticut Wealth Management Named as a Finalist for Hartford Business Journal ‘Best Places to Work’ Award Program

FARMINGTON, Connecticut—February 28, 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, today announced the organization was recently named as one of the Best Places to Work in Connecticut. This annual program was created by the Hartford Business […]

Connecticut Wealth Management Announces Team Milestones

FARMINGTON, Connecticut—February 24, 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, today announced three-team milestones. John J. Shanley, CFP®, has been promoted to Senior Financial Advisor, where he will continue to work with clients to develop a […]

Kathleen Christensen Promoted to Partner of Connecticut Wealth Management

FARMINGTON, Connecticut—January 21, 2020—Kathleen M. Christensen has been promoted to Partner at 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. “With this promotion, we recognize Kathy’s unwavering commitment to our clients, our team, and our community,” said […]

Ten Connecticut Wealth Management Team Members Named 2019 ‘Five Star Wealth Managers’ Award Recipients

More than 3,000 Connecticut-area wealth managers were considered for the award—only 289 were selected as recipients FARMINGTON, Connecticut—December 4, 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 that 10 team members received the 2019 ‘Five […]

Connecticut Wealth Management Completes Merger with Capital Strategies, Inc.

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 […]

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

“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

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

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 Hires John Shanley, Certified Financial Planner

FARMINGTON, CONNECTICUT, April 3, 2019 – Connecticut Wealth Management, LLC. a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that John Shanley, CFP has joined the team. John Shanley joins the firm as a Financial Advisor. Mr. Shanley was previously a financial advisor at Pinnacle Investment […]

Connecticut Wealth Management Named a 2019 Best Places to Work in Connecticut

Connecticut Wealth Management, LLC was recently named as one of the Best Places to Work in Connecticut. This fifteenth annual program was created by the Hartford Business Journal and Best Companies Group. This survey and awards program is designed to identify, recognize, and honor the best employers in Connecticut, benefiting the state’s economy, workforce, and […]

The Demographic Storm

Location: The Pond House Cafe, 1555 Asylum Avenue, West Hartford, CT Our annual Outlook event took place on Wednesday, May 2, 2018, at the Pond House Café in West Hartford, CT. Our guest speaker was demographer Kenneth W. Gronbach. ABOUT OUR SPEAKER Kenneth W. Gronbach is president of KGC Direct, LLC and author of “The Age Curve: […]

The Future is Now

The Future is Now event took place on Monday, May 8, 2017. Our guest speaker was technology pioneer, author and journalist Michael Rogers. ABOUT OUR SPEAKER Michael has worked with organizations ranging from NBC Universal and FedEx to Boeing, GE, and the Department of Defense. He studied physics and creative writing at Stanford University and […]