As a business owner, your financial goals, personal goals, and business goals are deeply interconnected, which makes finding the right balance between all three a challenge. With the right support team in place, this can help you not only grow your business but also to lead the life you want professionally and personally.
FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over […]
With 2022 wrapping up, you might be asking yourself what preparations you should make before the New Year. In this interview with Fox61, Denis Horrigan shares a few tips on the areas you should focus on to help ensure you remain on track financially in 2023 with regard to goal setting, tax strategies saving for […]
John Shanley, CFP®, and Dan Ballou, CFP® recap the key takeaways from October’s webinar with Fidelity Investments while also reflecting on some of the more attractive investment opportunities currently out there. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific […]
As we approach the end of the year, you might be wondering what you can do now to help get your finances in order. In this interview with Great Day Connecticut on WFSB TV, Megan Trask shares insight on how a financial plan can help you to prioritize your spending, and the importance of contributing […]
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that John J. Shanley, CFP®, who joined the team in 2019, has been promoted to Managing Advisor. John leads a team of financial advisors, working directly with clients to gain a deep understanding of their needs, […]
In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.
Right now, everyone is feeling the impact of high inflation rates. And despite the concerning headlines in the news, history has shown us that higher inflation rates should eventually lead to higher returns in the stock and bond market, especially for those who remain steadfast in a long-term investment approach. It is just a matter […]
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 […]