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 […]
7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]
Whether planned or unexpected, leaving a company presents challenges and opportunities that have the potential to impact long-term wealth and lifestyle. Proactive financial planning is essential to making informed decisions and mitigating risk. Jarrett Solomon, Partner & Managing Advisor at Connecticut Wealth Management (CTWM), shares key financial considerations executives should evaluate when exiting a company. […]
For business owners, managing human capital isn’t just a task—it’s a cornerstone of success, directly impacting business value, employee satisfaction, and risk mitigation. Yet the complexities of performance management, legal compliance, and employee relations can be daunting. In a recent discussion, Emily Wood, Partner and Chief Client Officer (CCO) at Connecticut Wealth Management (CTWM) sat […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 16 team members have received the 2024 Five Star Wealth Manager Award from Five Star Professional. “It’s truly inspiring to see our team’s dedication to our clients recognized at this level,” said Kevin C. Leahy, President and CEO. “At CTWM, striving to deliver […]
As the year comes to a close, now is the time to finalize key strategies that can optimize your tax situation and help you stay aligned with your financial goals. At Connecticut Wealth Management (CTWM) we understand that tax planning can sometimes feel overwhelming. That is why we prioritize this critical work year-round. With year-end […]
As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
As a business owner, you invest considerable time, energy, and resources into building a successful company. Now, as you plan for the future, it is essential to explore strategies that protect your wealth and secure your family’s financial legacy. While it may not be the right fit for every business owner, gifting shares of your […]