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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Connecticut Wealth Management

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Farmington, CT
Connecticut Wealth Management

We are committed to helping turn life's aspirations into reality for our clients and team.

Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a focus on maintaining a low

client-to-advisor ratio, crafting comprehensive financial plans, and employing a team approach, CTWM's experienced advisors strive to provide exceptional service while fostering genuine relationships.

07/17/2026

With market headlines and interest rate expectations continuing to evolve, it's natural for investors to feel uncertain. But at CTWM, our approach to portfolio management remains grounded in long-term principles.

In our latest Investment Committee update, John Shanley and Josh Sweeney discuss today's fixed income environment, why it's important to maintain perspective amid changing market conditions, and the role bonds play in a diversified portfolio.

Their insights reflect CTWM's disciplined investment philosophy: staying focused on long-term market trends and keeping investment strategies aligned with each client's financial goals.

Learn more: https://ctwealthmgmt.com/news-story/maintaining-perspective-in-a-headline-driven-market/

07/15/2026

What's the most valuable asset in a business?

It's not the equipment, the brand, or even the profits - it's the people.
In the latest episode of In Good Company, Ramsey Goodrich joins Kevin Leahy and Denis Horrigan to discuss one of the most important drivers of business value during a transition or sale: your leadership team.

"People don't buy a business for its assets or its brand name…They invest in businesses for the people."

Ramsey explains a key principle of exit planning: value is the inverse of risk. The more a business depends on a single owner, the riskier it becomes.

Whether you’re a family business owner thinking about succession, planning for a transition, or interested in building a stronger business, this episode offers valuable perspectives on investing in your people to create long-term value.

🎧 Listen to the full conversation here: https://ctwealthmgmt.com/news-story/in-good-company-the-transition-behind-a-business-sale/

07/13/2026

Congratulations to Mike Fernandes for earning his Certified Private Wealth Advisor® (CPWA®) designation!

This credential is designed for financial professionals serving high-net-worth individuals and families, with advanced coursework focused on the complex planning needs of affluent clients. As part of the program, Mike completed the executive education component through Yale School of Management Executive Education.

This achievement reflects Mike's commitment to continuous learning and professional growth, helping him deepen the knowledge and perspective he brings to the clients and families he serves.

Congratulations, Mike!

07/10/2026

We're excited to celebrate five work anniversaries this month and recognize the contributions each of these team members has made to CTWM:

- Christopher Winkel, Senior Financial Advisor – 5 years
- Shannon DeLorso, Accounting Manager – 5 years
- Danielle Tata, Senior Client Service Specialist – 4 years
- Zach Bylykbashi, Senior Financial Advisor – 4 years
- Sarah Scheide, Client Service Manager – 2 years

Their dedication to their roles, their teammates, and our clients has helped our firm continue to grow and strengthen the service we provide. We appreciate all they do and look forward to the many ways they'll continue to make an impact at CTWM.

07/08/2026

Giving back is at the heart of who we are at CTWM. We strive to support our community by giving back to organizations we strongly believe in, such as Hands On Hartford (HOH).

Our relationship with HOH is one we truly value. By donating both time and resources, our team is helping to contribute to their powerful mission: from providing supportive housing to homelessness prevention and access to nutritious food.

Hosting HOH’s annual donor event in our space felt like a meaningful way to deepen that support. We loved connecting with their team, and we’re proud to stand behind the work they do for our community.

07/06/2026

Exciting news!

We're thrilled to welcome Heather Rhoades to CTWM as Partner, Trust Services, where she will lead the development of our trust services offering.

Heather brings extensive experience advising business owners, multigenerational families, and high-net-worth individuals on trust and estate planning. Her addition marks an important milestone in expanding the comprehensive planning services we provide our clients.

As Kevin Leahy shared:
“Heather brings deep technical experience and a highly collaborative approach that strengthens our ability to support families through some of the most important planning decisions they make.”

For Heather, this transition made sense:
“I’ve known Kevin and Denis for over 25 years and have always respected the way they’ve built this firm around clients and long-term relationships. This role felt like a natural extension of that.”

Read the full press release here: ctwealthmgmt.com/news-story/connecticut-wealth-management-expands-advisory-services-with-addition-of-heather-rhoades-as-partner-trust-services/

07/03/2026

We’re excited to welcome Suzanne Stock to the CTWM team!

Suzanne joins us as an Executive Assistant, where she will support leadership across our trust services and operations teams. Her organization, attention to detail, and commitment to helping others will play an important role in supporting our team and enhancing the experience we provide to clients.

Please join us in welcoming Suzanne to CTWM! We're excited to have her on board.

07/01/2026

One year ago, we launched In Good Company with a simple goal: to create a space where business owners could connect, learn from one another, and have honest conversations about the opportunities and challenges of leading a business.

We're celebrating one year of those conversations!

Join us as we reconnect with fellow business owners, reflect on the ideas and insights that have made an impact over the past year, and help shape the discussions we'll have in the year ahead.

We're looking forward to celebrating with you.

🗓️ Tuesday, July 21
🕑️ 5:00 to 6:30 PM
📍 281 Farmington Avenue, Farmington, CT
👉️ Register Now: https://ctwealthmgmt.com/in-good-company/

06/29/2026

Market headlines can change quickly, but our investment approach emphasizes a long-term perspective.

In our latest Investment Committee update, John Shanley and Josh Sweeney discuss the factors shaping the current market environment and why maintaining a long-term perspective remains an important part of disciplined portfolio management.

Their insights reflect a core part of our investment philosophy: keeping investment decisions aligned with each client's long-term financial plan instead of reacting to short-term market developments.

Learn more: https://ctwealthmgmt.com/news-story/maintaining-perspective-in-a-headline-driven-market/

06/26/2026

If you sold your business on Friday, what would you do on Monday?

That simple question can completely change how business owners think about an exit.

On the latest episode of In Good Company, Denis Horrigan and Kevin Leahy sit down with Ramsey Goodrich of Carter Morse & Goodrich to discuss what it really means to transition out of a business—and why the best outcomes are rarely just about valuation.

Ramsey shares insights on preparing for a transition, evaluating opportunities, building an effective advisory team, and defining success beyond the closing table. Whether you're actively considering an exit or simply thinking about the future of your business, this conversation offers a valuable perspective on planning for what's next.

Listen now: https://ctwealthmgmt.com/news-story/in-good-company-the-transition-behind-a-business-sale/

Address

281 Farmington Avenue
Farmington, CT
06032

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.ctwealthmgmt.com/

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