Ballou serves as the firm’s newest financial advisor FARMINGTON, Connecticut—June 3, 2019—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that Dan Ballou, a CERTIFIED FINANCIAL PLANNER™ (CFP®), has joined the firm as a financial advisor. “Dan has experienced early success […]
Location: Dunkin’ Donuts Park 1214 Main Street, Hartford, CT Our annual Outlook event took place on Thursday, May 23, 2019, at Dunkin’ Donuts Stadium in Hartford, CT. Our guest speaker was National Geographic-Featured Adventure Speaker & Author Charles R. Scott. View Video: About our speaker Charles R. Scott is an adventurer, author of two books, co-founder […]
FARMINGTON, CONNECTICUT, April 3, 2019 – Connecticut Wealth Management, LLC. a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that John Shanley, CFP has joined the team. John Shanley joins the firm as a Financial Advisor. Mr. Shanley was previously a financial advisor at Pinnacle Investment […]
Connecticut Wealth Management, LLC was recently named as one of the Best Places to Work in Connecticut. This fifteenth annual program was created by the Hartford Business Journal and Best Companies Group. This survey and awards program is designed to identify, recognize, and honor the best employers in Connecticut, benefiting the state’s economy, workforce, and […]
Location: The Pond House Cafe, 1555 Asylum Avenue, West Hartford, CT Our annual Outlook event took place on Wednesday, May 2, 2018, at the Pond House Café in West Hartford, CT. Our guest speaker was demographer Kenneth W. Gronbach. ABOUT OUR SPEAKER Kenneth W. Gronbach is president of KGC Direct, LLC and author of “The Age Curve: […]
The Future is Now event took place on Monday, May 8, 2017. Our guest speaker was technology pioneer, author and journalist Michael Rogers. ABOUT OUR SPEAKER Michael has worked with organizations ranging from NBC Universal and FedEx to Boeing, GE, and the Department of Defense. He studied physics and creative writing at Stanford University and […]