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CTWealth News

CTWealth News

2021 Best Places to Work in CT

February 22, 2021

2020 Five Star Wealth Managers

February 1, 2021 –  Eleven CTWM team members are recognized as Five Star Wealth Managers in Connecticut Magazine.
READ ARTICLE

2021 Promotions

January 29, 2021 – CTWM is please to announce four promotions this month.
READ ARTICLE

Why Are You In Business?

November 30, 2020 – Kevin Leahy shares with the HBJ why this is not a question to consider lightly.
READ ARTICLE

Beth Devino joins CTWM

November 10, 2020 – Beth Devino joins the CTWM team as a Planning Analyst.
READ MORE  

Emily Wood Promoted

October 26, 2020 - Emily Wood, CFP® has been promoted to Director of Financial Planning.
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New England Capital Planners Mergers with CTWM

October 12, 2020 - We are excited to share with you that Tony DiSorbo and his team are now part of CTWM.
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Team Member Promoted!

October 5, 2020 – Kailee M. Ostroski, CFP® has been promoted to Director of Operations & Financial Advisor!
READ MORE  

CTWM Celebrates 10th Anniversary!

October 1, 2020 – Thank you to our clients and friends for supporting us throughout these ten years. We look forward to working with you now and in the future.
READ MORE   CTWM TIMELINE VIDEO

Tyler Potts Merges Practice with CTWM

September 14th, 2020 – We are happy to share with you that Tyler Potts and his team member Ashley Smelser are now part of the CTWM team.
READ MORE

Lorraine D. Halibozek joins CTWM

September 8, 2020 – Lorraine D. Halibozek joins the CTWM team as Controller.​
READ MORE

CTWM Director Named to HBJ “40 Under Forty” list

August 10, 2020 – Megan Trask has been recognized as a 40 Under Forty recipient!
READ MORE
HBJ’s 2020 40 UNDER FORTY HONOREES

2020 FT 300 Top RIAS

July 30, 2020 - We are humbled to be recognized by the Financial Times as a 2020 FT 300 Top Registered Investment Adviser. ​
READ MORE     FT 300 Top RIAS list

Business Plan: COVID-19 crisis

March 14, 2020 - Please read an important letter from Kevin C. Leahy regarding our business continuity plan during the COVID-19 crisis. ​
READ MORE

Megan Trask Promoted

March 9, 2020 - Megan Trask has been promoted to Managing Advisor and Director of the Investment Committee.​
READ MORE

Best Places to Work!

February 28, 2020 – CTWM was recognized by Best Companies as one of the Best Places to Work in CT.
READ MORE

CTWM Team Milestones.

February 24, 2020 – CTWM is proud to announce that John Shanley, Melissa Frechette & Labib Fasihuddin have been promoted.
READ MORE

New CTWM Partner!

January 21, 2020 -  Please join us in congratulating Kathleen M. Christensen on her promotion.
READ MORE

2019 Award Recipients

December 4, 2019 - We are pleased to announce that several team members have been recognized as 2019 ‘Five Star Wealth Managers.​
PRESS RELEASE

CTWM completes merger with Capital Strategies

September 18, 2019 – We are excited to announce that the Capital Strategies team is now part of Connecticut Wealth Management.
PRESS RELEASE  NEWS WIRE

Dan Ballou CFP® part of CTWM team

June 3, 2019 – We are excited to have another new employee join our team! Dan Ballou CFP® joins the CTWM team as a Financial Advisor.
PRESS RELEASE

Kevin recognized as CEO of the Year

May 6, 2019 – Congratulation Kevin for being recognized as CEO of the Year by the HBJ.
HBJ ARTICLE   PRESS RELEASE

John Shanley CFP® joins CTWM

April 3, 2019 – John Shanley CFP® has joined the CTWM team as a Financial Advisor. Welcome Aboard, John!
READ MORE

HBJ C-Suite Award

March 29, 2019 – The Hartford Business Journal has selected Kevin C. Leahy as a 2019 C-Suite award recipient.
READ MORE

 

Best Places to Work in CT

March 4, 2019 - CTWM named as one of the Best Places to Work in Connecticut.
READ MORE

Next-Generation Workforce

February 11, 2018 - Kevin C. Leahy CPA, CFP® interviewed by the HBJ about the rapidly aging advisor population.
HBJ interview

CTWM Food Drive

November 19, 2018 - Connecticut Wealth Management held their annual food drive this year to benefit The Bridge Family Center. The food drive was held throughout the month of November and the team collected approximately 600 donated items for The Bridge Family Center.

New CTWM Team Member!

July 11, 2018 - Emily R. Wood, CFP® joins CTWM as a Financial Planner.
READ MORE

CTWM Ranked #1 in CT

March 5, 2018 – CTWM has been selected by Best Companies Group as the #1 Best Places to Work in Connecticut.
ARTICLE
PRESS RELEASE
WATCH ANNOUNCEMENT

Kailee M. Ostroski Promoted

January 11, 2018 – We are proud to announce that Kailee M. Ostroski has been promoted to Financial Advisor. Join us in congratulating her!
READ MORE

2017 Medical Economics's List

Look who's on Medical Economics’ 2017 list of Best Financial Advisers for Doctors
READ MORE

CTWM Awarded 2 Best of Business Awards

December 14, 2017 – CTWM is pleased to announce that they have received 2 Hartford Business Journal (HBJ) Best of Business Awards.
READ MORE      HBJ digital edition

CTWM Five Star Wealth Managers

December 1, 2017 – Five Star Professional selects 6 CTWM advisors as Five Star Wealth Managers.
READ MORE

Megan Trask, CFP® joins CTWM

October 16, 2017 – Megan Trask, CFP® joins CTWM as a Senior Financial Advisor.
READ MORE

An Evening with Supreme Court Justice Stephen Breyer

September 28, 2017 – Connecticut Wealth Management sponsored the CT Forum's pre-event dinner for Supreme Court Justice Stephen Breyer at The Bushnell in Hartford. Award winning journalist and CBS This Morning co-host Norah O'Donnell joined the Justice and Connecticut Wealth Management (CTWM) at the pre-event dinner.
READ MORE

Hartford Youth Scholars

March 7, 2017 – Connecticut Wealth Management, LLC is proud to announce that Denis M. Horrigan has joined the Board of the Hartford Youth Scholars as a Director.
READ MOREHartford Youth Scholars

CTWM Selected!

February 3, 2017 - Connecticut Wealth Management was recently named as one of the Best Places to Work in Connecticut.
READ MOREHBJ Article

Five Star Wealth Managers

January 30, 2017 - Connecticut Wealth Management Employees Named 2016 Five Star Wealth Manager Award Recipients.
READ MORE

CTWM Advisors Listed for Doctors

January 23, 2017 - Denis M. Horrigan and Kevin C. Leahy have been included as part of Medical Economics’ 2016 list of Best Financial Advisers for Doctors
READ MORE

Jarrett F. Solomon CFP,® CIMA® promoted

January 19, 2017 -  Jarrett F. Solomon CFP,® CIMA® has been appointed as a Partner at Connecticut Wealth Management, LLC.
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Establish a Financial Game Plan

October 10, 2016 - Uncertainty in the markets doesn’t mean you have to be uncertain about your retirement.
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CTWM Sponsor Bike Walk CT New Britain

September 25, 2016 - Connecticut Wealth Management sponsored Bike Walk CT in New Britain. To learn more please visit - BIKE WALK CT

Welcome Kailee Donovan

September 14, 2016 - Connecticut Wealth Management is excited to announce that Kailee Donovan has joined the CTWM team as a junior financial advisor.
READ MORE

CTWM Sponsors Bike Walk CT Glastonbury

August 21, 2016 - Connecticut Wealth Management sponsored the 2016 Bike Walk CT Event in Glastonbury. Bike Walk Connecticut is changing the culture of transportation through advocacy and education to make bicycling and walking safe, feasible, and attractive for a healthier, cleaner Connecticut. To learn more please visit - BIKE WALK CT

CTWM 2016 Financial Times 300 Top Registered Investment Advisers 

June 21, 2016 - Connecticut Wealth Management is pleased to announce that it has been named to the Financial Times' 300 Top Registered Investment Advisers, making it one of only five other firms selected in Connecticut. READ MORE

Elizabeth DeBassio Promoted

February 2, 2016 - Elizabeth A. DeBassio, CPA/PFS has been promoted to Director at Connecticut Wealth Management, LLC.

Read More >

CTWM Advisors Selected as Five Star Wealth Managers - Again

February 18, 2016 - Connecticut Wealth Management is proud to announce that eight of its financial advisors have been named Five Star Wealth Managers for 2015.

Read More >

 

CTWM Advisors Selected Best Financial Advisors for Doctors Again

December 3, 2015 - Denis M. Horrigan, CFP® and Kevin C. Leahy, CFP®, CPA have been included as part of Medical Economics’ 2015 Best Financial Advisers for Doctors.

Read More >

CTWM Sponsors Bike Walk: Connecticut

September 27, 2015 - Michael A. Tedone, CPA/PFS and Denis M. Horrigan, CFP® volunteered at the Bike Walk Connecticut event held in New Britain on Sunday, September 27.
The mission of Bike Walk Connecticut is to change the culture of transportation through advocacy and education to make bicycling safe, feasible, and attractive for a healthier, cleaner Connecticut.

CTWM Advisors's Attend National Conference

August 5, 2015 - Connecticut Wealth Management advisors attended LPL Financial’s national conference.

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CTWM Selected for Exclusive Financial Times Top 300 Advisors Award

June 22, 2015 - Connecticut Wealth Management was selected as a 2015 Financial Times 300 Top Registered Investment Advisor.

Read More >

Krystal S. Chambers Joins The Team

April 2, 2015 - We are excited to announce that Krystal S. Chambers has joined the Connecticut Wealth Management team as a Leader of First Impressions.
Krystal’s bio

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Tanya D'Addio Earns Promotion

January 13, 2015 - Tanya C. D’Addio has been promoted to Director, Firm Culture & Operations at Connecticut Wealth Management, LLC. Tanya is responsible for the delivery of client services, enhancing the client experience, and maintaining the culture of Connecticut Wealth Management.

Read More >

Connecticut Wealth Management Advisors Recognized as Five Star Wealth Managers - Again

December 14, 2014 - Connecticut Wealth Management, LLC is proud to announce that five of its members have earned the 2014 Five Star Wealth Manager Award by Five Star Professional.

Read More >

Connecticut Wealth Team named Best Advisors for Doctors - Again

November 14, 2014 - Medical Economics magazine has named some of the Connecticut Wealth Management team members as “Best Financial Advisers for Doctors”.

Read More >

Jarrett Solomon Selected for 40 Under Forty

July 21, 2014 - We are pleased to share with you that Jarrett F. Solomon, CFP®, CIMA® has been selected as one of The Hartford Business Journal’s 40 Under Forty for 2014! The 40 Under Forty Award recognizes outstanding young professionals in the Greater Hartford area that are excelling in their industries through their leadership roles. Please join us in congratulating Jarrett on this accomplishment.
Jarrett F Solomon 40 Under 40 Press Release 2014
Hartford Courant August 2014

Read More >

Connecticut Wealth Management Launches NexGen Leaders Initiative

June 30, 2014 - Connecticut Wealth Management is excited to announce the launch of CTWM NexGen Leaders. CTWM NexGen Leaders is an exclusive networking group of young professionals interested in becoming future business leaders in the Hartford area.

Read More >

Denis M. Horrigan, CFP® participates in panel discussion at the Hartford Business Expo

June 5, 2014 - Denis M. Horrigan, CFP®, Partner at Connecticut Wealth Management, LLC, was invited to participate in the panel discussion “Take Your Business to the Next Level” at the Hartford Business Expo.

Read More >

Connecticut Wealth Management Nominated for Innovation Award

June 5, 2014 - Connecticut Wealth Management, LLC a Registered Investment Advisor was nominated for the Business Champions “Innovation” Award. The annual Business Champions Awards, which are produced by the Hartford Business Journal and the MetroHartford Alliance, recognize and celebrate those companies that distinguish themselves as the best private companies in Greater Hartford.

2014 Business Champions Innovation Award >
2014 Business Champions Award Breakfast >

Kathy Christensen Appointed Auditor of College Club

February 10, 2014 - Kathleen M. Christensen, CPA/PFS, Director at Connecticut Wealth Management, LLC, has been appointed as auditor to the College Club of Hartford.
MetroHartford Alliance

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Kevin Leahy Named To Rushford Center Board

February 6, 2014 - Kevin C. Leahy, CFP®, CIMA®, CPA, CEO and Founder of Connecticut Wealth Management, LLC was recently named a board member for the Rushford Center, one of the state’s leading providers of addiction and mental health treatment programs for children, teens and adults. Kevin will also serve on the organization’s Quality and Credentialing Committee.
HartfordBusiness.com

Read More >

Media contact

For all Media Requests, please contact the following member of the firm:

Jessica Elle Rosa

  JessicaR@mintz-hoke.com

  (860) 679-9876

  281 Farmington Avenue
Farmington, CT 06032-1911

  (860) 470-0290

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