Your source for the news, information and events related to The Alliance

Media Contacts

Find a Contact

Contact Newsroom

For questions about the newsroom, please contact:

Investor News

Filter investor news by investor level:
All | Leadership | Strategic | Regional | Hartford | Municipal

Emily R. Wood, CFP ® joins the Connecticut Wealth Management team.

Farmington CT, July 11, 2018 – Connecticut Wealth Management, LLC. a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that Emily R. Wood, CFP® has joined their team.  Ms. Wood, CFP® joins the firm as a Financial Planner.  Ms. Wood was previously a Financial Advisor and Director of Marketing with Asset Strategies in Avon, Connecticut.

Kevin C. Leahy, CPA, CFP®, President & CEO of Connecticut Wealth Management stated, “We are very happy to have Emily join the Connecticut Wealth Management team.  Her thoughtfulness, empathy, and creative thinking will be a great benefit to our clients.  We continually strive to improve our financial planning process and our client experience and Emily will do an excellent job overseeing our efforts for continuous improvement.”

Emily R. Wood will help clients make sure that all their financial matters are being coordinated and managed in the best possible manner.  She will manage the financial planning process that all clients experience and work in tandem with the advisors to make sure that clients lives are enhanced and enriched by the experience of working with Connecticut Wealth Management. 

Emily R. Wood, CFP®, Financial Planner, said, “I am excited to be part of a team that places such a high value on financial planning.  This is what financial planning should be - client first, comprehensive, and built on integrity.  I look forward to helping our clients use our process to simplify and improve their 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.

Calendar of Events