;
Home > Company News

Forbes Names Kevin Leahy to 2025 Best-In-State Wealth Advisors List

Connecticut Wealth Management, LLC (CTWM) is proud to announce that Kevin C. Leahy, founding Partner & CEO, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, a prestigious recognition presented by Forbes in collaboration with SHOOK Research. The list honors top wealth advisors across the country who exemplify a commitment to excellence, integrity, […]

In Good Company: Business Owners Find Strength in Shared Experiences

Connecticut Wealth Management (CTWM) recently launched In Good Company, a new series designed to build a community for business owners, providing a safe space for honest conversation, collaborative problem-solving, and mutual support. The goal is not to be a lecture series or just another networking event. In Good Company is built on the belief that […]

CTWM Honored as a 2025 Best Place to Work in Connecticut

Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a Hartford Business Journal (HBJ) 2025 Best Place to Work in Connecticut. This marks the ninth consecutive year CTWM has earned a spot on the list, ranking 18th in the small/medium business category, reinforcing the firm’s commitment to fostering a thriving workplace culture. “This […]

Joshua Brier Joins Connecticut Wealth Management as Chief Operating Officer

Connecticut Wealth Management (CTWM) is excited to announce that Joshua Brier has joined the firm as Chief Operating Officer (COO). With extensive executive leadership experience in financial services and operational risk, Brier brings a wealth of knowledge that will drive CTWM’s continued growth and commitment to delivering exceptional client service. “The addition of Josh to […]

Megan Trask of Connecticut Wealth Management Honored as HBJ’s Top 25 Women in Business Award Winner

FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that Megan Trask, CFP®, Partner & Managing Advisor, has been named a Hartford Business Journal (HBJ) Top 25 Women in Business honoree. The Women in Business Award recognizes outstanding female leaders in the Greater Hartford business community. Honorees are distinguished by their professional accomplishments […]

Connecticut Wealth Management Promotes Jennifer Barry to Partner and Eric Natale to CFO

7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]

Emily Wood from Connecticut Wealth Management Earns Certified Merger & Acquisition Advisor Credential

FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential. This achievement brings the total number of CTWM advisors focused on business exit planning to three. Alongside Wood, Patrick Sullivan, Managing Planner, also holds the […]

Michael Tedone from Connecticut Wealth Management Honored with Hartford Business Journal’s 2024 C-Suite Award

FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is proud to announce that Michael A. Tedone, CPA/PFS, Partner and Chief Financial Officer (CFO), has been honored as a recipient of Hartford Business Journal’s C-Suite Awards. The C-Suite Awards recognize top-performing C-Suite level executives in the Greater Hartford area who display commitment to good ethics, reporting, and […]

Connecticut Wealth Management Named a 2024 Best Place to Work in Connecticut

FARMINGTON, Connecticut – Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a 2024 Best Place to Work in Connecticut in the small/medium business category. This is the eighth consecutive year CTWM has been recognized on the list.  “I’m extremely proud of the culture we’ve created and the genuine relationships we’ve built along […]