The CTWM Investment Committee is implementing a portfolio change in the coming weeks. Megan Trask, CFP®, and John Shanley, CFP® discuss why. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do […]
Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS Partner, discuss Biden’s tax plan and the potential implications for your taxes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]
Hartford Business Journal Ask the Expert Feature with Megan Trask, CFP® As more and more social and political issues take center stage, people are taking a stand in support of the causes most meaningful to them. This heightened social climate provides a unique opportunity for investors to support the causes they align with through Socially Responsible Investing. […]
Wallingford Resident Receives Hartford Business Journal’s 2021 “40 Under Forty” Honor FARMINGTON, Conn. (August 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kailee Ostroski, CFP®, Director of Operations, has been recognized with the “40 Under Forty” Award from the Hartford Business Journal. Ostroski is one of forty award winners selected annually […]
Continuing with our White House Watch series, President & CEO, Kevin Leahy, CFP®, CPA, and Partner, Jarrett Solomon, CFP®, CIMA® discuss Biden’s tax plan and how it may relate to your estate. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]
Megan Trask, CFP® and John Shanley, CFP® review how President Biden’s tax plan may affect investments. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to make an offer […]
Hartford Business Journal Ask the Expert Feature with Emily R. Wood, CFP® Q: What is Biden proposing in his American Families Plan, and who will be exposed to its effects? Biden’s American Families Plan has far-reaching impacts on business owners, executives, real estate investors, and Connecticut estates. Fundamentally, this proposal has the potential to shift how high-net-worth […]
Emily Wood, CFP®, and Beth Devino, CPA discuss the importance of protecting your finances from cybersecurity threats. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to […]
The Connecticut Wealth Management Investment Committee is implementing a change to the stock side of portfolios in the coming weeks. Jarrett Solomon, CFP®, CIMA®, and John Shanley, CFP® dig into the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]
Megan Trask, CFP® and Emily Wood, CFP® discuss what you need to know about SRI: Socially Responsible Investing. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend […]