FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 17 team members have been recognized as 2025 Five Star Wealth Manager Award recipients by Five Star Professional. “Our commitment at CTWM has always been about more than just managing assets. It’s about building genuine relationships and delivering comprehensive financial planning rooted in […]
For many families, wealth planning isn’t just about today. It’s about creating a legacy that supports children, grandchildren, and future generations. But when is the right time to start planning for multigenerational wealth? That’s a question Megan Trask, Partner and Managing Advisor at Connecticut Wealth Management (CTWM), helps families explore through thoughtful planning conversations —conversations […]
FARMINGTON, CT – Connecticut Wealth Management (CTWM) is pleased to welcome Beth Devino, CPA/PFS, CEPA®, back to the firm as a Senior Financial Planner, where she will support complex client relationships, with a particular focus on business owners. In her role, Beth leads financial planning engagements for business owners and their families, working closely with […]
FARMINGTON, CT – Connecticut Wealth Management, LLC (CTWM) is pleased to announce that the firm has been named to the 2025 Forbes | SHOOK Top RIA list. The fourth annual list recognizes 250 firms from across the country, collectively managing more than $1.9 trillion in assets. CTWM ranked #108 nationally and is among the top […]
Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Alec Rosen, Director of Growth, has been named to the InvestmentNews 2025 Under 40 Rising Stars list. This prestigious accolade honors young professionals who are shaping the future of wealth management through innovation, leadership, and a commitment to client success. Since joining CTWM in October […]
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 […]