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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.