Farmington CT, October 16 2017 – Connecticut Wealth Management, LLC (“CTWM”), a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that Megan Trask, CFP® has joined their team as a Senior Financial Advisor. Ms. Trask was previously a Portfolio Manager and Financial Planning Coordinator at Reynders, McVeigh Capital Management in Boston, Massachusetts.
CTWM’s President and CEO Kevin C. Leahy, CPA, CFP® stated, “We are thrilled to have Megan join the Connecticut Wealth Management team. Her experience will make a tremendous difference in the financial planning and portfolio management services we offer to our clients”.
Megan will assist clients in determining their financial goals and will help develop their financial plans. She will also be responsible for implementing investment strategies based on each client’s needs.
Megan said that she is “excited to be part of a team that doesn’t have a sales culture and provides informative financial plans that make a difference in our client’s lives”.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC is a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.CTWealthMgmt.com.