Stretch Your Dollar: Say ‘I Do’ to Budget Planning
With wedding season in full swing, Emily Wood shared a few tips with WTNH News 8 to help couples plan for the wedding and their financial future. Watch the full interview.
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Forming a Financial Plan to Navigate Inflation Madness
Now more than ever, it’s critical to have an investment strategy that’s rooted in a financial plan. Megan Trask, CFP® spoke with FOX61 about how having a plan can help you navigate rising inflation, the bear market and talk of a recession. Watch the full interview.
Connecticut Wealth Management Recognized As a 2022 #1 Best Places to Work in Connecticut
FARMINGTON, Connecticut – March 31, 2022 — Connecticut Wealth Management, LLC(CTWM) was named to the top spot in the small/medium business category for the ‘Best Placesto Work in Connecticut‘ awards, an annual, statewide program created by Hartford BusinessJournal and Best Companies Group. This is the third year the company has won the number onespot and […]
How Women Should Plan for their Financial Futures
Emily Wood, CFP® spoke with WTNH News 8 about how women can plan for their financial futures and the steps to take. Watch the full interview.
How Women Can Take Control of Their Finances
Emily Wood, CFP® spoke with FOX61 about how women can take control of their finances. A key takeaway is to get started by taking small incremental steps toward financial empowerment. Watch the full interview.
Tips on Financing and Budgeting Upcoming Wedding
It’s important for newly engaged couples to talk about money and finances before they get married. Denis Horrigan, CFP®, CEPA® talks with FOX61 and offers advice on the importance of communication before tying the knot. Watch the full interview.
Connecticut Wealth Management Promotes Kailee Ostroski, Megan Trask, and Emily Wood to Partner
FARMINGTON, Conn.— (Jan. 3, 2022) —Kailee Ostroski, CFP®, Megan Trask, CFP®, and Emily Wood, CFP® have each been promoted to Partner at Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients and providing unbiased financial planning and asset management. “Each of these exceptional team members are skilled in […]
12 from Connecticut Wealth Management Honored as 2021 Five Star Wealth Manager Award Recipients
FARMINGTON, Conn. (December 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 12 team members have received the 2021 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 […]
Deborah Hopper Joins Connecticut Wealth Management as Head of Human Resources
FARMINGTON, Conn. (November 4, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Deborah Hopper as its human resources (HR) and talent development leader. In the new role, she will be hands-on in helping attract and retain the best talent while guiding the firm through its growth. Deborah will be tasked with developing […]
Here’s What a Post-Pandemic Office Space Design will Look Like
Hartford Business Journal sits down with Connecticut Wealth Management to discuss its planned office renovations to promote teamwork in a post-COVID work environment. Read the full article.