FARMINGTON, Conn. (December 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 12 team members have received the 2021 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 […]
Farmington, Conn. (Nov. 24, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Elyece Patterson of Hartford, Connecticut is the recipient of the 2021 CTWM United Negro College Fund (UNCF) Scholarship. Elyece is a Computer Science major at Spelman College, a private, historically Black, women’s liberal arts college in Atlanta, Georgia. Elyece […]
A reflection of my night with Ellen Palmer at the CTWM Think Pink Event Written By an Anonymous Attendee It has been a while since I attended an in-person event. It was the CTWM Think Pink event hosted by Connecticut Wealth Management in October of 2019 and focused on “mindfulness.” Throughout that discussion, the guest speaker Ellen […]
FARMINGTON, Conn. (November 4, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Deborah Hopper as its human resources (HR) and talent development leader. In the new role, she will be hands-on in helping attract and retain the best talent while guiding the firm through its growth. Deborah will be tasked with developing […]
Hartford Business Journal sits down with Connecticut Wealth Management to discuss its planned office renovations to promote teamwork in a post-COVID work environment. Read the full article.
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 […]