Our last few portfolio updates have shared a recurring theme; we have taken gains in growth assets and moved to slightly more defensive positioning recognizing that we are likely later in the economic cycle. While we certainly appreciated the extra downside protection at the end of 2018, it was a very fast recovery, and we […]
A little goes a long way. Perhaps, a phrase many of us can relate to in some way whether we’re referring to a change in our spending habits, showing kindness to a stranger, or adding hot sauce to our dinner. Our investment committee works tirelessly to find opportunities, big and small, to drive better outcomes […]
CTWM was recently recognized by The Bridge Family Center at their annual meeting. Click here to read more.
“C-Suite Awards” honor the top-performing C-level executives in Greater Hartford FARMINGTON, Connecticut–June 13, 2019—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that President and Chief Executive Officer, Kevin C. Leahy, has been recognized by the Hartford Business Journal as a […]
Ballou serves as the firm’s newest financial advisor FARMINGTON, Connecticut—June 3, 2019—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that Dan Ballou, a CERTIFIED FINANCIAL PLANNER™ (CFP®), has joined the firm as a financial advisor. “Dan has experienced early success […]
Location: Dunkin’ Donuts Park 1214 Main Street, Hartford, CT Our annual Outlook event took place on Thursday, May 23, 2019, at Dunkin’ Donuts Stadium in Hartford, CT. Our guest speaker was National Geographic-Featured Adventure Speaker & Author Charles R. Scott. View Video: About our speaker Charles R. Scott is an adventurer, author of two books, co-founder […]
The women of CTWM volunteered at the 2019 Habitat for Humanity Women’s Build. See Photos:
Connecticut Wealth Management is a proud sponsor of the annual Simsbury River Run! See Photos:
The end of the first quarter of 2019 has brought sunshine, baseball, and one of the best quarters US stocks have seen since the 90’s. While the sharp recovery from last year’s market declines has been a welcomed move, we are mindful that we have just celebrated the 10-year anniversary of the current bull market […]
FARMINGTON, CONNECTICUT April 15, 2019 Connecticut Wealth Management, LLC (CTWM) is proud to announce that it has donated $10,000 to the Hartford Area Habitat for Humanity. Habitat for Humanity is dedicated to eliminating substandard housing locally and worldwide through constructing, rehabilitating, and preserving homes; by advocating for fair and just housing policies; and by providing […]