FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Jo Ann Keller has joined the team as a Senior Financial Advisor. “We are thrilled to have Jo Ann join our team as a senior financial advisor,” said Michael Tedone, Partner & Chief Financial Officer at CTWM. “Jo Ann is a true […]
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 […]
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 […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to partner with CBIA and the Connecticut District SBA to honor small businesses at the National Small Business Week Awards on May 4, 2023 at Rentschler Field at Pratt & Whitney Stadium in East Hartford, CT. The event will wrap up National Small Business Week […]
Article originally published in Hartford Business Journal‘s Best Places to Work in CT edition. Connecticut Wealth Management’s (CTWM) unofficial tagline, “Experience Genuine,” is easy to do but difficult to explain, according to the financial services company’s president and CEO Kevin C. Leahy. He founded the firm in 2010 with partner Denis Horrigan, but doesn’t want […]
Firm places on the list for the 7th year in a row FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) was recognized to the top spot in the small/medium business category in the ‘Best Places to Work in Connecticut’ awards, an annual, statewide program created by Hartford Business Journal and Best Companies Group. This is […]
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that they have promoted 12 team members in the first months of 2023, a first in the firm’s tenure. 2023 Promotions: “It’s such an incredible milestone to be able to kick off the year with 12 […]
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) kicked off the year with the addition of four new team members! Joining the firm is a team of experienced individuals from New England Guild Wealth Advisors (the “Guild”): E. Patrick Logue, Partner; Susan M. Grayson, Partner; Brendan F. Fitzgerald, Senior Financial Advisor; and Alex Romejko, Financial Analyst. […]
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 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 over […]