At Connecticut Wealth Management (CTWM), we believe that staying invested with a diversified, long-term approach is essential, especially in unpredictable market environments like what we’ve seen in 2025. In our latest Investment Committee update, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, break down the current market environment and how our […]
Connecticut Wealth Management, LLC (CTWM) is pleased to announce the addition of two experienced professionals to its team, as Conry Asset Management, a respected wealth advisory firm based in Kensington, has merged into CTWM. “We are thrilled to welcome Conry Asset Management’s expertise and long-standing client relationships into our firm,” said Kevin Leahy, President & […]
Connecticut Wealth Management (CTWM) is partnering with the University of Connecticut (UConn) School of Business to launch the school’s first-ever wealth management cohort. CTWM is contributing $75,000 to create an experiential learning program designed to develop the next generation of financial advisors. Open to undergraduate students of all majors and class levels, the Connecticut Wealth […]
Succession planning is one of the most critical, and often misunderstood, aspects of running a successful business. In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore what business owners wish they knew earlier about timing, leadership, and preparing for the future. Kevin shares why succession isn’t just […]
In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore the pivotal moments and hard-won lessons behind growing a business from a small practice into a thriving one. Kevin shares what many business owners eventually discover: scaling isn’t just about growth. It’s about shifting your mindset, building the […]
Connecticut Wealth Management (CTWM) recently hosted the second installment of its In Good Company series, a growing community for business owners designed to foster honest conversation, collaborative problem solving, and mutual support. What began as a space to connect has quickly evolved into a forum for addressing some of the most pressing challenges facing Connecticut’s […]
The newly signed tax bill brings with it a range of changes that could impact how business owners approach growth, cash flow management, and long-term planning. While most provisions won’t require major adjustments, several updates create opportunities for those who plan ahead. At Connecticut Wealth Management (CTWM), we recognize how closely your business decisions are […]
With the latest tax bill now signed into law, you may be wondering how these changes could affect your financial plan. While we don’t expect a major shift for most of our clients, several new provisions present opportunities for strategic planning. At Connecticut Wealth Management (CTWM), we’ve guided clients through evolving tax landscapes before, and […]
At Connecticut Wealth Management (CTWM), we believe that staying invested and diversified is essential, especially in unpredictable years like 2025. In our latest Investment Committee update, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, break down the current market environment and how our investment approach is designed to provide stability amid […]
Shareholder transitions are some of the most pivotal, and most overlooked, moments in the life of a business. Whether a longtime partner is stepping away, a family member is coming into the fold, or a key employee is being granted equity, the impact of these changes is widespread. And yet, many business owners approach these […]