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 […]
Connecticut Wealth Management, LLC (CTWM) is pleased to announce the addition of two experienced professionals to its team, as Conry Asset Management, a respected wealth advisory firm based in Kensington, has merged into CTWM. “We are thrilled to welcome Conry Asset Management’s expertise and long-standing client relationships into our firm,” said Kevin Leahy, President & […]
Connecticut Wealth Management (CTWM) is partnering with the University of Connecticut (UConn) School of Business to launch the school’s first-ever wealth management cohort. CTWM is contributing $75,000 to create an experiential learning program designed to develop the next generation of financial advisors. Open to undergraduate students of all majors and class levels, the Connecticut Wealth […]
Connecticut Wealth Management (CTWM) recently hosted the second installment of its In Good Company series, a growing community for business owners designed to foster honest conversation, collaborative problem solving, and mutual support. What began as a space to connect has quickly evolved into a forum for addressing some of the most pressing challenges facing Connecticut’s […]
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, […]
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 […]
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 […]