News / Insights / Outreach

FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce the addition of Heather Rhoades as Partner, Trust Services, further strengthening the firm’s capabilities in estate planning coordination and multi-generational wealth planning. “This is an area where coordination really matters,” said Kevin Leahy, President and CEO of CTWM. “Heather brings deep technical experience and […]

FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce the integration of DeLisaGroup and the addition of Kelly McDaniel, President and Owner of DeLisaGroup, in a strategic move that enhances CTWM’s capabilities for business owners. McDaniel brings decades of experience advising businesses on leadership development, executive coaching, strategic planning, succession planning, and organizational […]

FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce the firm has been recognized as a 2026 Best Place to Work in Connecticut by the Hartford Business Journal (HBJ), marking the firm’s 10th consecutive year on the list. CTWM ranked #6 in the small/medium business category, reinforcing the firm’s continued commitment to […]

FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) recently hosted multiple training sessions as part of its wealth management cohort in partnership with the University of Connecticut (UConn) School of Business. With more than 200 students, the cohort reflects growing interest in financial planning and a shared effort to build a dedicated academic track within the […]

FARMINGTON, Conn. – Connecticut Wealth Management (CTWM) is pleased to announce that Denis Horrigan, Partner and Co-Founder, has been elected to serve on the board of directors of the Connecticut Business & Industry Association (CBIA), the state’s largest business organization. The election took place during CBIA’s annual meeting in Hartford, and Horrigan began his four-year […]

FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 17 team members have been recognized as 2025 Five Star Wealth Manager Award recipients by Five Star Professional. “Our commitment at CTWM has always been about more than just managing assets. It’s about building genuine relationships and delivering comprehensive financial planning rooted in […]

FARMINGTON, CT – Connecticut Wealth Management (CTWM) is pleased to welcome Beth Devino, CPA/PFS, CEPA®, back to the firm as a Senior Financial Planner, where she will support complex client relationships, with a particular focus on business owners. In her role, Beth leads financial planning engagements for business owners and their families, working closely with […]

FARMINGTON, CT – Connecticut Wealth Management, LLC (CTWM) is pleased to announce that the firm has been named to the 2025 Forbes | SHOOK Top RIA list. The fourth annual list recognizes 250 firms from across the country, collectively managing more than $1.9 trillion in assets. CTWM ranked #108 nationally and is among the top […]

Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Alec Rosen, Director of Growth, has been named to the InvestmentNews 2025 Under 40 Rising Stars list. This prestigious accolade honors young professionals who are shaping the future of wealth management through innovation, leadership, and a commitment to client success. Since joining CTWM in October […]