The Connecticut Wealth Management Investment Committee is making a change to the bond side of portfolios. Megan Trask, CFP®, and John J. Shanley, CFP® share the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do […]
Hartford Business Journal Ask the Expert Feature with Kevin Leahy, President & CEO Owners of closely-held businesses do not often have access to the kinds of resources large, public entities do. This includes guidance from boards of directors and elite C-suite level professionals that would help in identifying business goals, creating plans, and providing accountability to those […]
A well-structured executive benefit plan can be an important driver in a successful and fulfilling retirement. During this video, Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, and Emily Wood, CFP®, Director of Financial Planning, discuss the importance of understanding your compensation benefits and planning for what life will be like after you retire. Connecticut Wealth Management, LLC is a registered […]
FARMINGTON, Connecticut— (February 23, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce the launch of the Connecticut Wealth Management Scholarship 2021, in partnership with the United Negro College Fund (UNCF). The scholarship is open to Connecticut residents who are African American college sophomores who meet academic and needs-based criteria. One winner will […]
Connecticut Wealth Management recognized as the #1 Best Places to Work in CT! Read our write up in Hartford Business Journal.
FARMINGTON, Conn. (February 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce eleven team members have received the 2020 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in […]
Members of the CTWM Investment Committee, Jarrett F. Solomon, CFP ®, CIMA®, Partner, Megan Trask, CFP®, Managing Advisor & Director of the Investment Committee, and John Shanley, CFP®, Senior Financial Advisor & Assistant Director of the Investment Committee recently met and wanted to share with you three of the investment themes that they will be following closely as the […]
Now that a new administration is coming into office, what changes will be made to the estate tax? Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Kevin C. Leahy, CPA, CFP®, President & CEO, and Jarrett F. Solomon CFP®, CIMA®, Partner, what estate tax changes may be on the horizon. […]
Four Promoted at Farmington-based Financial & Wealth Management Firm FARMINGTON, Conn. (January 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce four promotions this month. CTWM is a registered investment advisor committed to creating genuine partnerships with clients to provide unbiased financial planning and asset management. CTWM promotions in January include: Beth Devino, […]
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner, what taxes may look like post-election. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]