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.
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2021 Promotions
January 29, 2021 – CTWM is please to announce four promotions this month.
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Why Are You In Business?
November 30, 2020 – Kevin Leahy shares with the HBJ why this is not a question to consider lightly.
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Beth Devino joins CTWM
November 10, 2020 – Beth Devino joins the CTWM team as a Planning Analyst.
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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!
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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.
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Lorraine D. Halibozek joins CTWM
September 8, 2020 – Lorraine D. Halibozek joins the CTWM team as Controller.
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CTWM Director Named to HBJ “40 Under Forty” list
August 10, 2020 – Megan Trask has been recognized as a 40 Under Forty recipient!
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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.
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Megan Trask Promoted
March 9, 2020 - Megan Trask has been promoted to Managing Advisor and Director of the Investment Committee.
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Best Places to Work!
February 28, 2020 – CTWM was recognized by Best Companies as one of the Best Places to Work in CT.
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CTWM Team Milestones.
February 24, 2020 – CTWM is proud to announce that John Shanley, Melissa Frechette & Labib Fasihuddin have been promoted.
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New CTWM Partner!
January 21, 2020 - Please join us in congratulating Kathleen M. Christensen on her promotion.
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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!
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HBJ C-Suite Award
March 29, 2019 – The Hartford Business Journal has selected Kevin C. Leahy as a 2019 C-Suite award recipient.
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Best Places to Work in CT
March 4, 2019 - CTWM named as one of the Best Places to Work in Connecticut.
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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.
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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!
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2017 Medical Economics's List
Look who's on Medical Economics’ 2017 list of Best Financial Advisers for Doctors
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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.
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Megan Trask, CFP® joins CTWM
October 16, 2017 – Megan Trask, CFP® joins CTWM as a Senior Financial Advisor.
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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.
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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.
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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
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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.
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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.
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.
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.
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.
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.
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
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.
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.
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”.
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
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.
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.
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
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
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