Simsbury River Run
Connecticut Wealth Management is a proud sponsor of the annual Simsbury River Run! See Photos:
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CTWM Investment Committee: Portfolio Update
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 […]
Connecticut Wealth Management Supports Hartford Area Habitat for Humanity
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 […]
CTWM Hires John Shanley, Certified Financial Planner
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 Named a 2019 Best Places to Work in Connecticut
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 […]
2019 Tax Season 1099 Consolidated Statements
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
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.
The Demographic Storm
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: […]
The Future is Now
The Future is Now event took place on Monday, May 8, 2017. Our guest speaker was technology pioneer, author and journalist Michael Rogers. ABOUT OUR SPEAKER Michael has worked with organizations ranging from NBC Universal and FedEx to Boeing, GE, and the Department of Defense. He studied physics and creative writing at Stanford University and […]
Robots Versus Humans: Financial Advisers for the Digital Age
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact. To some, this would sound ludicrous […]