Connecticut Wealth Management

10/23/2026

Most groups we call “teams” aren’t actually teams.

That was the gut check Kelly McDaniel of Connecticut Wealth Management, LLC gave us at last night’s Powerful Connections session.

Her benchmark: a high performance team is a small group of people with complementary skills who

Are committed to achieving common objectives
Work well together and enjoy doing so
Produce high-quality results
Are committed to and accountable for each other’s success
Search for cause and solution instead of fixing blame

How many of those can your team honestly check off?

Thank you, Kelly, for a great session. See you next year for the Central CT Chambers’ PowHERful Connections series.

10/22/2026

Supporting our community is an important part of who we are at CTWM. We’re proud to partner with Hands On Hartford and grateful to our clients who generously donated to HoH’s food drive, helping provide resources to individuals and families in need.

We’d also like to thank our CTWM teammates who volunteered their time to help collect donations. These efforts demonstrate the impact we can make when we come together to give back to our community.

We’re honored to work with organizations like Hands on Hartford who make a difference every day!

10/16/2026

We’re excited to recognize eight incredible teammates who are hitting significant work anniversaries this month!

Kevin Leahy, President & CEO – 16 years
Denis Horrigan, Partner & Co-founder – 16 years
Tanya D’Addio, Director of Client & Team Experiences – 16 years
Kevin Briganti, Financial Advisor – 6 years
Patrick Sullivan, Managing Planner – 5 years
Jess Pedrolini, Senior Client Service Specialist – 4 years
Alec Rosen, Director of Advisory Services & Growth – 3 years
Rosa Cadena, Chief Compliance Officer – 1 year

Thank you for your dedication, hard work, and the positive impact you make every day. We’re grateful to have you on the CTWM team.

Please join us in congratulating our teammates and celebrating their achievements!

10/14/2026

We're excited to announce a new partnership with Subatomic as we continue to invest in the future of our firm.

As Kevin Leahy shared, "With a mission to turn life's aspirations into reality for our clients and team, we must continually evolve."

This partnership is about more than technology. It's about creating efficiencies that support our teammates and give them more time to focus on serving clients, strengthening relationships, and delivering the high-touch experience that has always been central to who we are.

10/09/2026

The future of our profession was on full display last Thursday.

We kicked off Year 2 of the Connecticut Wealth Management Cohort in partnership with the UConn School of Business, and the energy in the room was incredible. The turnout exceeded expectations, with students eager to learn more about the wealth management industry, connect with professionals, and explore potential career paths.

We were also excited to hear the announcement that UConn will be offering an in-person financial planning course, further expanding opportunities for students interested in the profession.

Developing the next generation of advisors takes collaboration, education, and mentorship. We're proud to be part of that effort and excited to see what this year's cohort accomplishes!

10/06/2026

A trust is only the beginning. What happens next matters, too.

As CTWM continues to expand our trust services offering, we're having more conversations with clients about the role trust administration can play after a trust is established.

Thank you to the Hartford Business Journal for the opportunity to share our perspective.

Sponsored Content: Thoughtful trust administration helps families move beyond creating a trust to ensuring their wishes, values and financial goals are carried forward for generations. Learn more from Connecticut Wealth Management.
https://buff.ly/3pHLNne

09/29/2026

This September, we're proud to celebrate teammates reaching work anniversary milestones. Their dedication, collaboration, and commitment to our clients help make CTWM the firm it is today:

• Michael Fernandes, Managing Advisor - 7 years
• Tony DiSorbo, Partner - 6 years
• Rick Persechino, Senior Financial Advisor - 6 years
• Cyndy Borenstein, Senior Client Service Specialist - 6 years
• Matt Bonvicini, Financial Advisor - 5 years
• Katelyn Marien, Client Service Specialist - 3 years
• Rachel Jase, Senior Client Service Specialist - 3 years
• Sabrina Behboudi, Analyst - 2 years
• Sean Gannon, Analyst - 2 years
• Brendan T. Conry, Sr., Business Development Officer - 1 year
• Brendan T. Conry, Jr., Financial Advisor - 1 year
• Kelly Boutin, Financial Advisor - 1 year

Thank you for the care and commitment you bring to our team each day. We appreciate all you do and are proud to celebrate these milestones with you.

09/22/2026

Before there were billboards and a team of 70+, there was a business plan, a kitchen table, and a founder willing to do whatever it took to make payroll.

On the latest episode of In Good Company, Brooke Goff shares the entrepreneurial journey behind Goff Law Group, from launching her firm in 2017 to building one of Connecticut's most recognizable brands. Along the way, she shares lessons on leadership and resilience, and why embracing what makes you different can become a powerful competitive advantage.

Whether you're building a business, leading a team, or considering your next chapter, this conversation offers practical insights and honest reflections on building something meaningful.

Tune in now: https://ctwealthmgmt.com/news-story/turning-differences-into-advantages-the-entrepreneurial-journey-of-brooke-goff/

09/18/2026

A great evening celebrating an even greater accomplishment.

Last night, Eric Natale was recognized as a Hartford Business Journal 40 Under Forty honoree, joining a group of leaders making a difference across Connecticut. As Partner & Chief Financial Officer, Eric guides CTWM's long-term growth while staying true to the people and values that define our firm.

We're proud to call him a colleague, partner, and leader.

Congratulations on this recognition, Eric!



Learn more: https://hartfordbusiness.com/article/meet-hbjs-2026-40-under-forty-class/

09/17/2026

Earlier this week, business owners joined us for our latest In Good Company event featuring revenue growth advisor Nate Wolfson.

Nate's discussion explored how proactive communication, stronger client relationships, and consistent outreach can help businesses uncover new opportunities and build momentum over time.

One theme resonated throughout the evening: growth rarely comes from a single breakthrough. More often, it's the result of consistently reaching out and uncovering opportunities that might otherwise go unnoticed.

Thank you to everyone who joined us. We look forward to continuing the conversation at our next In Good Company event!