FARMINGTON, Connecticut – March 3, 2023 — Connecticut Wealth Management, LLC (CTWM) was recognized to the top spot in the small/medium business category in the ‘Best Places to Work in Connecticut’ awards, an annual, statewide program created by Hartford Business Journal and Best Companies Group. This is the third-year in a row that the company has won the number one spot, and marks the seventh consecutive year CTWM has made the list.
“This three-peat win is shared collectively with every single one of my incredibly talented teammates,” said Kevin C. Leahy, President and CEO of the firm. “It’s innate in our core values for all of us to share in the responsibility of creating and cultivating the firm’s culture— it’s just who we are.”
At the beginning of 2022, CTWM updated its mission statement as follows: We are committed to turning life’s aspirations into reality for our clients and team. While previously the word “team” was unspoken, this change further solidifies the firm’s commitment to not only its clients but also its team members.
At its core, CTWM is a people-first culture, which translates to team members working in the best interest of the client while also being supportive of one another. Every individual has a clear pathway to further develop and grow their career, in an office environment that fosters collaboration and trust between team members.
The company’s benefits expand beyond the norm, including a robust wellness program that includes an onsite gym, fitness instructors, yoga instructors and more, all paid for by the firm. Additionally, the firm has built a recognition program, both at the organization and team levels. Further, CTWM has invested substantial dollars into renovating its office space to include a state-of-the-art space for collaboration, a golf simulator, and aesthetically pleasing work stations. All told, it is a workplace environment in which employees feel entirely supported and cared for.
“We truly value our team’s feedback, which is why we’ve carefully invested time, money and resources into revamping our offerings and creating a culture our team is excited to be part of,” stated Leahy. “It truly is amazing to be recognized as a #1 Best Places to Work for the third year in a row. Now let’s go for four!”
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit www.CTWealthMgmt.com.
About Best Places to Work
The ‘Best Places to Work in Connecticut’ program is dedicated to identifying and recognizing Connecticut’s best employers determined by a survey administered by Workforce Research Group in partnership with Hartford Business Journal. The assessment involves a two-step process that gathers detailed data on each nominee through a questionnaire completed by each company (25% of the evaluation) and a survey completed by their employees (75% of the evaluation). Combined, the questionnaire and the survey provide enough data for award analysts to determine the strengths and opportunities of the participating companies. To be considered, companies had to fulfill the following eligibility requirements:
- Be a public or privately-held organization, either for-profit or not-for-profit;
- Have a total of 15 or more employees working in Connecticut;
- If headquartered in another state, but with a physical location in Connecticut, have 15 or more employees.
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