With the latest tax bill now signed into law, you may be wondering how these changes could affect your financial plan. While we don’t expect a major shift for most of our clients, several new provisions present opportunities for strategic planning. At Connecticut Wealth Management (CTWM), we’ve guided clients through evolving tax landscapes before, and […]
At Connecticut Wealth Management (CTWM), we believe that staying invested and diversified is essential, especially in unpredictable years like 2025. In our latest Investment Committee update, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, break down the current market environment and how our investment approach is designed to provide stability amid […]
Shareholder transitions are some of the most pivotal, and most overlooked, moments in the life of a business. Whether a longtime partner is stepping away, a family member is coming into the fold, or a key employee is being granted equity, the impact of these changes is widespread. And yet, many business owners approach these […]
Connecticut Wealth Management, LLC (CTWM) is proud to announce that Kevin C. Leahy, founding Partner & CEO, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, a prestigious recognition presented by Forbes in collaboration with SHOOK Research. The list honors top wealth advisors across the country who exemplify a commitment to excellence, integrity, […]
Connecticut Wealth Management (CTWM) recently launched In Good Company, a new series designed to build a community for business owners, providing a safe space for honest conversation, collaborative problem-solving, and mutual support. The goal is not to be a lecture series or just another networking event. In Good Company is built on the belief that […]
Market volatility can feel unsettling, especially when so much is riding on your financial future. But for high-net-worth investors, uncertainty doesn’t have to mean instability. With a thoughtful, long-term plan in place, you can stay focused on what matters and turn short-term disruption into opportunity. In a recent conversation with Charles (Chip) Olson, Partner & […]
Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a Hartford Business Journal (HBJ) 2025 Best Place to Work in Connecticut. This marks the ninth consecutive year CTWM has earned a spot on the list, ranking 18th in the small/medium business category, reinforcing the firm’s commitment to fostering a thriving workplace culture. “This […]
Connecticut Wealth Management (CTWM) is excited to announce that Joshua Brier has joined the firm as Chief Operating Officer (COO). With extensive executive leadership experience in financial services and operational risk, Brier brings a wealth of knowledge that will drive CTWM’s continued growth and commitment to delivering exceptional client service. “The addition of Josh to […]
At Connecticut Wealth Management (CTWM), we understand that times of market uncertainty can bring a sense of unease. Our goal is to reassure you that our team is here to help guide you through these challenges and prepare for the unknown in the current market. By focusing on long-term strategies that align with your financial […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that Megan Trask, CFP®, Partner & Managing Advisor, has been named a Hartford Business Journal (HBJ) Top 25 Women in Business honoree. The Women in Business Award recognizes outstanding female leaders in the Greater Hartford business community. Honorees are distinguished by their professional accomplishments […]