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Critical Conversations to Have On Aging

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Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discuss with Robert Mauterstock the conversations children must have with their aging parents. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]

Beth Devino, CPA® Joins Connecticut Wealth Management

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FARMINGTON, Connecticut—November 10, 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, announced today that Beth Devino, CPA® has joined the team as a Planning Analyst. Prior to joining Connecticut Wealth Management, Devino was a 401 (k)-plan administrator […]

White House Watch: Estate Planning

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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® how the presidential election may affect estate planning. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed […]

White House Watch: Taxes

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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 & COO, how the presidential election may affect taxes.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions […]

White House Watch: Investments

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Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with teammates Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, how the presidential election will affect the market.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational […]

Connecticut Wealth Management Celebrates 10th Anniversary

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FARMINGTON, Connecticut—October 1, 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 celebrating a milestone of ten years in business this year. Since opening its doors, a decade ago, CTWM’s business has evolved from its modest beginnings […]

Lorraine D. Halibozek, CPA® Joins Connecticut Wealth Management

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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 […]

Jeffrey Buchbinder, Market Strategist at LPL Financial

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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 […]

Real Estate Activity Amid the Pandemic

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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 […]