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Connecticut Wealth Management Promotes John Shanley to Partner

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 […]

Connecticut Wealth Management Ranked on Forbes Top RIA Firms List

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 […]

Alec Rosen Joins Connecticut Wealth Management as Director of Growth 

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,” […]

Emily Wood from Connecticut Wealth Management Named to HBJ’s 40 Under 40 List

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 […]

What Legacy Will You Leave Behind for Your Family?

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 […]

Josh Sweeney Joins Connecticut Wealth Management as Director of Investments

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 […]

Connecticut Wealth Management Welcomes New Partner, Chip Olson

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, […]

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 […]