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Connecticut Wealth Management to Lead Discussion on the Challenges & Successes of Business Leaders in Recognition of  National Small Business Week

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 […]

Collaborative Culture Creates a ‘Virtuous Circle’

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 […]

Connecticut Wealth Management Promotes 12 Team Members in Q1

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 […]

Connecticut Wealth Management Welcomes 4 New Team Members

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.  […]

Financial Plans & Actions to Take as the Year Ends

With 2022 wrapping up, you might be asking yourself what preparations you should make before the New Year. In this interview with Fox61, Denis Horrigan shares a few tips on the areas you should focus on to help ensure you remain on track financially in 2023 with regard to goal setting, tax strategies saving for […]

Wrapping up National Financial Planning Month

As we approach the end of the year, you might be wondering what you can do now to help get your finances in order. In this interview with Great Day Connecticut on WFSB TV, Megan Trask shares insight on how a financial plan can help you to prioritize your spending, and the importance of contributing […]

Connecticut Wealth Management Promotes John Shanley to Managing Advisor

FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that John J. Shanley, CFP®, who joined the team in 2019, has been promoted to Managing Advisor. John leads a team of financial advisors, working directly with clients to gain a deep understanding of their needs, […]