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Connecticut Wealth Management Expands Advisory Services with Addition of Heather Rhoades as Partner, Trust Services

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FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce the addition of Heather Rhoades as Partner, Trust Services, further strengthening the firm’s capabilities in estate planning coordination and multi-generational wealth planning. “This is an area where coordination really matters,” said Kevin Leahy, President and CEO of CTWM. “Heather brings deep technical experience and […]

In Good Company: The Transition Behind a Business Sale

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On this episode of In Good Company, we explore what it really means to exit a business—and why the best outcomes are almost never just about valuation. Denis Horrigan and Kevin Leahy sit down with Ramsey Goodrich of Carter Morse & Goodrich to unpack the full arc of a business transition, from unsolicited offers and […]

Maintaining Perspective in a Headline-Driven Market

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As we approach the halfway point of 2026, investors have already experienced more than their fair share of market-moving headlines. After starting the year strong, markets pulled back amid geopolitical tensions and have since rebounded to new highs. Times like these serve as a reminder of how quickly markets can react to short-term events—and why […]

Connecticut Wealth Management Integrates DeLisaGroup and Welcomes Kelly McDaniel

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FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce the integration of DeLisaGroup and the addition of Kelly McDaniel, President and Owner of DeLisaGroup, in a strategic move that enhances CTWM’s capabilities for business owners. McDaniel brings decades of experience advising businesses on leadership development, executive coaching, strategic planning, succession planning, and organizational […]

In Good Company: How a Home Bakery Became a Community-Built Business

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In the second episode of the In Good Company podcast, hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with Michelle Nicholson, founder of The Flour Girl. Listen Now on Spotify or Apple Podcasts. From selling sourdough on her front porch to building a destination business that draws thousands, Michelle’s journey is anything but […]

Connecticut Wealth Management Hosts Training Sessions with UConn School of Business Students

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FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) recently hosted multiple training sessions as part of its wealth management cohort in partnership with the University of Connecticut (UConn) School of Business. With more than 200 students, the cohort reflects growing interest in financial planning and a shared effort to build a dedicated academic track within the […]

Staying Disciplined and Maintaining Perspective as Markets Move

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Markets have continued to deliver strong returns over the past few years, and with that growth comes both opportunities and considerations for investors. In the latest update from Connecticut Wealth Management’s (CTWM) Investment Committee, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Chief Investment Officer, share the firm’s perspective on strategies to keep in […]

CTWM Partner and Co-Founder Denis Horrigan Elected to CBIA Board of Directors

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FARMINGTON, Conn. – Connecticut Wealth Management (CTWM) is pleased to announce that Denis Horrigan, Partner and Co-Founder, has been elected to serve on the board of directors of the Connecticut Business & Industry Association (CBIA), the state’s largest business organization. The election took place during CBIA’s annual meeting in Hartford, and Horrigan began his four-year […]