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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 […]

Connecticut Wealth Management Promotes John Shanley to Partner

10 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce that John Shanley, CFP® has been promoted to Partner of the firm, effective January 1, 2024. “John is a genuine leader and truly embodies our firm’s core values. He leads through his actions – always focusing on what […]

Connecticut Wealth Management Ranked on Forbes Top RIA Firms List

FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM), a Farmington-based financial planning and investment advisory firm, is proud to announce that it has been named to the 2023 Forbes/Shook Top RIA Firms list. “We’re honored to be recognized by Forbes as a Top RIA. To be included on this prestigious list alongside such great firms is […]

Alec Rosen Joins Connecticut Wealth Management as Director of Growth 

FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Alec Rosen has joined the team as Director of Growth, where he will lead the firm’s growth initiatives.    “In the 8+ years that I’ve known Alec, I’ve known him to be a wonderful person – someone who actively embodies our core values,” […]

Emily Wood from Connecticut Wealth Management Named to HBJ’s 40 Under 40 List

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 […]

Josh Sweeney Joins Connecticut Wealth Management as Director of Investments

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 […]