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 […]
FARMINGTON, CONNECTICUT, April 3, 2019 – Connecticut Wealth Management, LLC. a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that John Shanley, CFP has joined the team. John Shanley joins the firm as a Financial Advisor. Mr. Shanley was previously a financial advisor at Pinnacle Investment […]
Connecticut Wealth Management, LLC was recently named as one of the Best Places to Work in Connecticut. This fifteenth annual program was created by the Hartford Business Journal and Best Companies Group. This survey and awards program is designed to identify, recognize, and honor the best employers in Connecticut, benefiting the state’s economy, workforce, and […]
To help you plan for the preparation of your income tax return, please find below the mailing schedule for your 1099 consolidated statements from LPL Financial. LPL Financial mails 1099 consolidated statements in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable. Wave Description 01/31 This […]
The Bridge Family Center celebrated 50 years of helping families at their annual Children’s Charity Ball Saturday, January 26, 2019. CTWM is proud to be a sponsor of this wonderful event.
Location: The Pond House Cafe, 1555 Asylum Avenue, West Hartford, CT Our annual Outlook event took place on Wednesday, May 2, 2018, at the Pond House Café in West Hartford, CT. Our guest speaker was demographer Kenneth W. Gronbach. ABOUT OUR SPEAKER Kenneth W. Gronbach is president of KGC Direct, LLC and author of “The Age Curve: […]