FARMINGTON, Connecticut—September 8, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is thrilled to welcome Lorraine Halibozek, CPA® to the team as Controller. As Controller, Lorraine is responsible for planning and coordinating all accounting operational functions at […]
How does the stock market affect the current political arena? What is the stock market doing versus the real-world economy? Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA® Partner, interview Jeffrey Buchbinder, CFA, Vice President Market Strategist at LPL Financial, to provide some insight about the state of […]
More about guest speaker David Brooke David Brooke and his team at Brooke Group Real Estate was ranked in the top 1% of the Keller Williams company. Along with his outstanding customer service that has been recognized with multiple “Best of Hartford” nominations and extensive 5 star reviews, David has established himself as a proven […]
FARMINGTON, Connecticut—August 10, 2020—Connecticut Wealth Management, LLC (CTWM), is proud to announce that Megan Trask, CFP®, Managing Advisor & Director of Investment Committee has been named to the 2020 Hartford Business Journal’s (HBJ) “40 Under Forty” list. The HBJ 40 Under Forty Award recognizes outstanding young professionals in the Greater Hartford area that are excelling […]
What will public schools look like when they reopen this fall? Thomas Moore, Superintendent of West Hartford Public Schools, shares the challenges his district has faced during the COVID-19 pandemic and the plans to keep students and faculty safe when schools reopen. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for […]
FARMINGTON, Connecticut—August 3, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, is pleased to announce it has been named to the 2020 edition of the Financial Times (FT) 300 Top Registered Investment Advisers. The list recognizes top […]
Jarrett F. Solomon, CFP®, CIMA®, Partner & John J. Shanley, CFP®, Senior Financial Advisor provide a CTWM Investment Committee Mid-Year Update about the financial markets. 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 not take […]
During this uncertain time, it is now more important than ever to support our community. Connecticut Wealth Management & Heart Over Hunger have joined forces to collect non-perishable food and essential items to benefit The Bridge Family Center. FOOD DRIVE Thursday, June 18, 2020 8:30 am – 4:00 pm No-Contact Drop off Connecticut Wealth Management, LLC 281 Farmington Avenue Farmington, […]
The COVID-19 outbreak has thrown complications and challenges into the process of going back to college this fall. Dr. Angel B. Pérez, CEO-Elect at the National Association for College Admission Counseling provides insight into reopening colleges during a pandemic. About Dr. Angel B. PérezDr. Angel B. Pérez is an education administrator, author, speaker, teacher, and […]
Almost every sporting event has been canceled or postponed because of the coronavirus pandemic. Kevin and Denis take a timeout with Mike Golic and Mike Golic, Jr. about the future of sports and how they are adapting to face the challenges in the age of COVID-19. A Note about the InterviewDuring the pandemic, many of […]