Wallingford Resident Receives Hartford Business Journal’s 2021 “40 Under Forty” Honor FARMINGTON, Conn. (August 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kailee Ostroski, CFP®, Director of Operations, has been recognized with the “40 Under Forty” Award from the Hartford Business Journal. Ostroski is one of forty award winners selected annually […]
West Hartford Resident Receives Hartford Business Journal’s 2021 “Women in Business” Honor FARMINGTON, Conn. (March 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, has been awarded the Hartford Business Journal’s 2021 Women in Business Award. Christensen is one of twenty-five award winners selected for prestigious […]
Connecticut Wealth Management recognized as the #1 Best Places to Work in CT! Read our write up in Hartford Business Journal.
FARMINGTON, Conn. (February 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce eleven team members have received the 2020 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 […]
Four Promoted at Farmington-based Financial & Wealth Management Firm FARMINGTON, Conn. (January 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce four promotions this month. CTWM is a registered investment advisor committed to creating genuine partnerships with clients to provide unbiased financial planning and asset management. CTWM promotions in January include: Beth Devino, […]
FARMINGTON, Connecticut—November 10, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that Beth Devino, CPA® has joined the team as a Planning Analyst. Prior to joining Connecticut Wealth Management, Devino was a 401 (k)-plan administrator […]
FARMINGTON, Connecticut—October 1, 2020—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is celebrating a milestone of ten years in business this year. Since opening its doors, a decade ago, CTWM’s business has evolved from its modest beginnings […]
FARMINGTON, Connecticut—September 8, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is thrilled to welcome Lorraine Halibozek, CPA® to the team as Controller. As Controller, Lorraine is responsible for planning and coordinating all accounting operational functions at […]
FARMINGTON, Connecticut—August 10, 2020—Connecticut Wealth Management, LLC (CTWM), is proud to announce that Megan Trask, CFP®, Managing Advisor & Director of Investment Committee has been named to the 2020 Hartford Business Journal’s (HBJ) “40 Under Forty” list. The HBJ 40 Under Forty Award recognizes outstanding young professionals in the Greater Hartford area that are excelling […]
FARMINGTON, Connecticut—August 3, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, is pleased to announce it has been named to the 2020 edition of the Financial Times (FT) 300 Top Registered Investment Advisers. The list recognizes top […]