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Connecticut Wealth Management Expands Advisory Services with Addition of Heather Rhoades as Partner, Trust Services
Connecticut Wealth Management (CTWM) is pleased to announce the addition of Heather Rhoades as Partner, Trust Services, further strengthening the firm’s capabilities in estate planning coordination and multi-generational wealth planning.
Connecticut Wealth Management Integrates DeLisaGroup and Welcomes Kelly McDaniel
Connecticut Wealth Management (CTWM) is pleased to announce the integration of DeLisaGroup and the addition of Kelly McDaniel, President and Owner of DeLisaGroup, in a strategic move that enhances CTWM’s capabilities for business owners.
Connecticut Wealth Management Hosts Training Sessions with UConn School of Business Students
Connecticut Wealth Management (CTWM) recently hosted multiple training sessions as part of its wealth management cohort in partnership with the University of Connecticut (UConn) School of Business.
Connecticut Wealth Management Honored as a 2026 Best Place to Work for 10th Consecutive Year
Connecticut Wealth Management, LLC (CTWM) is proud to announce the firm has been recognized as a 2026 Best Place to Work in Connecticut by the Hartford Business Journal (HBJ), marking the firm’s 10th consecutive year on the list.
CTWM Partner and Co-Founder Denis Horrigan Elected to CBIA Board of Directors
Connecticut Wealth Management (CTWM) is pleased to announce that Denis Horrigan, Partner and Co-Founder, has been elected to serve on the board of directors of the Connecticut Business & Industry Association (CBIA), the state’s largest business organization.
CTWM Launches “In Good Company” Podcast to Explore the Realities of Business Ownership
Connecticut Wealth Management (CTWM), a leading wealth management and financial planning firm, is proud to announce the launch of its new podcast, In Good Company, hosted by CTWM co-founders Kevin Leahy and Denis Horrigan.
Connecticut Wealth Management Named to 2025 Forbes|SHOOK Top RIA List
Connecticut Wealth Management, LLC (CTWM) is pleased to announce that the firm has been named to the 2025 Forbes|SHOOK Top RIA list.
CTWM Welcomes 2 New Teammates after Merger with Conry Asset Management
Connecticut Wealth Management, LLC (CTWM) is pleased to announce the addition of two experienced professionals to its team, as Conry Asset Management, a respected wealth advisory firm based in Kensington, has merged into CTWM.
CTWM and UConn School of Business Partner to Launch Wealth Management Cohort
Connecticut Wealth Management (CTWM) is partnering with the University of Connecticut (UConn) School of Business to launch the school’s first-ever wealth management cohort.
In Good Company: A Growing Forum for Connecticut’s Business Leaders
Connecticut Wealth Management (CTWM) recently hosted the second installment of its In Good Company series, a growing community for business owners designed to foster honest conversation, collaborative problem solving, and mutual support.
Forbes Names Kevin Leahy to 2025 Best-In-State Wealth Advisors List
Connecticut Wealth Management, LLC (CTWM) is proud to announce that Kevin C. Leahy, founding Partner & CEO, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, a prestigious recognition presented by Forbes in collaboration with SHOOK Research.
In Good Company: Business Owners Find Strength in Shared Experiences
Connecticut Wealth Management (CTWM) recently launched In Good Company, a new series designed to build a community for business owners, providing a safe space for honest conversation, collaborative problem-solving, and mutual support.
Joshua Brier Joins Connecticut Wealth Management as Chief Operating Officer
Connecticut Wealth Management (CTWM) is excited to announce that Joshua Brier has joined the firm as Chief Operating Officer (COO).
Connecticut Wealth Management (CTWM) Promotes Jennifer Barry to Partner and Eric Natale to CFO
Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success.
Emily Wood from Connecticut Wealth Management Earns Certified Merger & Acquisition Advisor Credential
Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential.