FARMINGTON, Connecticut – Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a 2024 Best Place to Work in Connecticut in the small/medium business category. This is the eighth consecutive year CTWM has been recognized on the list. “I’m extremely proud of the culture we’ve created and the genuine relationships we’ve built along […]
10 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce that John Shanley, CFP® has been promoted to Partner of the firm, effective January 1, 2024. “John is a genuine leader and truly embodies our firm’s core values. He leads through his actions – always focusing on what […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 15 team members have received the 2023 Five Star Wealth Manager Award from Five Star Professional. “It’s an honor to have so many of our advisors receive this distinguished award,” said Kevin C. Leahy President and CEO. “At CTWM, our top priority is […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM), a Farmington-based financial planning and investment advisory firm, is proud to announce that it has been named to the 2023 Forbes/Shook Top RIA Firms list. “We’re honored to be recognized by Forbes as a Top RIA. To be included on this prestigious list alongside such great firms is […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Alec Rosen has joined the team as Director of Growth, where he will lead the firm’s growth initiatives. “In the 8+ years that I’ve known Alec, I’ve known him to be a wonderful person – someone who actively embodies our core values,” […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Jo Ann Keller has joined the team as a Senior Financial Advisor. “We are thrilled to have Jo Ann join our team as a senior financial advisor,” said Michael Tedone, Partner & Chief Financial Officer at CTWM. “Jo Ann is a true […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Emily Wood, CFP®, Partner and Chief Client Officer (CCO), has been recognized as an honoree of the Hartford Business Journal’s (HBJ) 40 Under Forty Awards. The 40 Under Forty Awards recognizes outstanding young professionals in the Greater Hartford area who are excelling […]
This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Josh Sweeney, CFA has joined the company as Director of Investments. In this newly created role, Josh is responsible for leading all aspects of the firm’s investment programs to help clients protect, preserve, and grow […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, […]