Making the connection between finances and life aspirations clear, so decisions are made with confidence. When it comes to investment and wealth management, never settle for a one-size-fits-all approach. Founded in 2010, Connecticut Wealth Management (CTWM) set out to revolutionize wealth management through the services offered and how they are delivered with the goal of […]
What is the biggest challenge business owners face? One of the biggest challenges I’ve seen in my 10+ years of working with business owners and entrepreneurs, is the isolation that comes with owning and operating your own business. This is a sentiment that is felt across businesses at any stage in their evolution. Typically, business […]
FARMINGTON, Connecticut — The American Cancer Society (ACS), the nation’s largest nonprofit dedicated to cancer research funding, is proud to partner with Connecticut Wealth Management (CTWM) for the launch of its Real Men Wear Pink Campaign. The campaign kicks off on Thursday, September 15 with a special launch party at CTWM’s newly renovated Collaboration Space […]
FARMINGTON, CT— September 1, 2022— Connecticut Wealth Management, LLC (CTWM) announced that it was recently named to the top spot for companies with under 1,500 employees in the Hartford Business Journal’s 2022 Healthiest Employers Awards in Connecticut. Healthiest Employers is a trusted awards program that recognizes people-first organizations taking a more proactive approach to employee […]
Last Wednesday, President Biden announced his student loan forgiveness plan, a three-part plan aimed at helping to reduce student loan debt for low-to-middle income borrowers. This historic announcement will provide relief to more than 45 million borrowers in the United States and help federal borrowers transition back to regular payments on their remaining debt after […]
With wedding season in full swing, Emily Wood shared a few tips with WTNH News 8 to help couples plan for the wedding and their financial future. Watch the full interview.
Megan Trask, CFP®, and John Shanley, CFP®, reinforce the three principles to keep in mind during challenging times, such as a bear market. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your […]
It can be overwhelming to plan for the future when you are caring for a loved one who has special needs. However, taking the time to map out your wishes in the event of your passing is critical in ensuring that your loved one can continue to lead a quality and enriched life, while also […]
For many families, graduations are an exciting time that represent all the opportunities to come. But for those caring for a loved one with an intellectual and developmental disability (IDD), milestone events like this can bring to light other concerns. Denis Horrigan, Partner and Co-founder of Connecticut Wealth Management (CTWM), sat down with Kim Morrison, […]
In our recent CT Wealth Talk: What You Need to Know About the Future, a common theme throughout futurist Jamie Metzl’s keynote was the importance of ensuring that our values guide the development of technology, healthcare, and other advancements. But what exactly are values? Values are our own set of personal beliefs; they help us […]