FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Alec Rosen has joined the team as Director of Growth, where he will lead the firm’s growth initiatives. “In the 8+ years that I’ve known Alec, I’ve known him to be a wonderful person – someone who actively embodies our core values,” […]
How do you retire when you’re running a company and there isn’t clarity around what you and your business need to be successful in the future? You build a plan. A succession plan is one of the most important documents for a business owner, as it details your vision for leadership of the company when […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Jo Ann Keller has joined the team as a Senior Financial Advisor. “We are thrilled to have Jo Ann join our team as a senior financial advisor,” said Michael Tedone, Partner & Chief Financial Officer at CTWM. “Jo Ann is a true […]
Megan Trask, CFP®, John Shanley, CFP®, and Josh Sweeney, CFA provide an Investment Committee market update from the last quarter. 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 specific situation, and […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Emily Wood, CFP®, Partner and Chief Client Officer (CCO), has been recognized as an honoree of the Hartford Business Journal’s (HBJ) 40 Under Forty Awards. The 40 Under Forty Awards recognizes outstanding young professionals in the Greater Hartford area who are excelling […]
This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]
FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Josh Sweeney, CFA has joined the company as Director of Investments. In this newly created role, Josh is responsible for leading all aspects of the firm’s investment programs to help clients protect, preserve, and grow […]
Small businesses are the lifeblood of our economy, but especially here in Connecticut. This sentiment was shared by everyone in attendance at the National Small Business Week SBA (Small Business Association) Awards & Resource Expo hosted by the CBIA earlier this month. This statement was underscored by Alexandra Daum, Commissioner of Connecticut’s Department of Economic […]
Megan Trask, CFP®, and John Shanley, CFP® provide an overview of the market environment and how portfolios are responding. 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 specific situation, and does […]
FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, […]