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 […]
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 […]
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 […]
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 […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 16 team members have received the 2024 Five Star Wealth Manager Award from Five Star Professional. “It’s truly inspiring to see our team’s dedication to our clients recognized at this level,” said Kevin C. Leahy, President and CEO. “At CTWM, striving to deliver […]
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 […]