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 […]
The Connecticut Wealth Management Investment Committee discusses a tactical shift in fixed income portfolio positions. 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 into consideration your specific situation, and do not intend to […]
As Connecticut cautiously opens, Joe Brennan, President & CEO of the Connecticut Business & Industry Association (CBIA) tries to find the silver lining when he discusses the challenges and opportunities ahead for businesses. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not […]
Connecticut is set to partially reopen this week after a prolonged coronavirus shutdown. Joe Brennan, President & CEO of the Connecticut Business & Industry Association (CBIA) shares his insight on reopening businesses. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be […]
How is our healthcare system holding up during the pandemic? What changes can doctors and patients expect? Kim Keck, President & CEO of Blue Cross & Blue Shield of Rhode Island, joins Kevin C. Leahy & Denis M. Horrigan to discuss how the healthcare system is adapting to a new environment. Connecticut Wealth Management, LLC […]
What does the financial road to recovery look like? Burt White, Managing Director, Investor & Investment Solutions, and Chief Investment Officer at LPL Financial continues to watch the stock market and economic response to the COVID-19 impact. During his discussion with Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® he provides clarity that may […]