Connecticut Wealth Management, LLC

We’re excited to welcome two new analysts, Sabrina Behboudi and Sean Gannon, MBA, to the CTWM team. 🎉 We look forward to seeing their careers grow and to the fresh perspectives they bring. Welcome, Sean and Sabrina! #newhires #CTWMculture #financialplanning #wealthmanagement

October is Financial Planning Month—the perfect opportunity to reflect on how professional financial planning can help empower you during life's big moments. A financial advisor can help you navigate the emotions and complexities that accompany these moments—whether it's selling your business, planning for retirement, starting a family, etc. At CTWM, we craft personalized financial plans that align with your long-term goals. As our co-founder Denis Horrigan states, “Your advisor is the one who carries the weight of your worries and works to address them with a comprehensive plan.” If you’re seeking a partner to help navigate your financial journey, connect with us today! Learn more: https://buff.ly/3wKd2LA #FinancialPlanningMonth #WealthManagement #FinancialIndependence #BusinessOwners

Join us in celebrating the CTWM team members marking their work anniversaries this month! 🎉 Kevin Leahy, CPA, CFP®, President & CEO - 14 years 🎉 Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder - 14 years 🎉 Tanya C. D'Addio, Director of Client & Team Experiences - 14 years 🎉 Kevin Briganti, CFP®, Financial Advisor - 4 years 🎉 Patrick Sullivan, CFP®, Managing Planner - 3 years 🎉 Jessica Heyse, Client Service Specialist - 2 years 🎉 Alec Rosen, CFP®, AIF®, Director of Growth - 1 year 🎉 Jennie Lynn Shen, Client Relations Specialist - 1 year Thank you for your hard work, dedication, and contributions over the last year! #workanniversary #thectwmlife #ctwmculture

As tax proposals emerge ahead of the upcoming presidential election, staying informed is important. While these are just proposals, the CTWM team is evaluating how potential changes could impact your financial future. Here's a quick overview: 🔵 Harris Tax Proposal - Implement a 25% minimum tax on individuals with a net worth over $100 million, including unrealized gains - Increase net investment income tax to 5% - Tax unrealized capital gains at death over $5 million - Raise the top individual tax rate to 39.6% - Raise the corporate tax rate to 28% - Corporate AMT on large corporations up to 21% - Stock buyback excise tax raised to 4% 🔴 Trump Tax Proposal: - Extend expiring 2017 tax cuts permanently (lower tax rates, higher standard deduction/SALT limit, PTE deduction) - Extend estate tax cuts permanently - Lower the corporate tax rate to 20% While these are just proposals, remember that no matter the outcome, we're here to help secure your financial future. If you have any questions or concerns, contact us at 860-470-0290.

From playing golf and enjoying relaxing massages to some friendly pickleball competition and a sunset dinner, it looks like this advisory team outing was a day to remember! #ctwmculture #lifeatctwm #teambuilding Megan Trask, CFP® Christopher James Winkel, CFP® Katelyn Marien Sarah Rioux, CFP® William Horigan, CFP®

75% of business owners plan to exit within the next 10 years — is your succession plan ready? Clear communication is essential for a smooth transition, especially when family is involved. At CTWM, we help business owners explore their exit options and navigate complex family dynamics to ensure a successful transition. Want to learn more about how communication can shape your business succession? Read our latest article on building a communication blueprint: https://buff.ly/3XOqPLO #BusinessSuccession #FamilyBusiness #ExitStrategy #LegacyPlanning #SuccessionPlan Featuring Denis M. Horrigan, CFP®, CEPA®

September is here, and we're excited to celebrate some exciting CTWM work anniversaries! Each of these talented individuals brings dedication, passion, and excellence to CTWM, and we’re grateful for all they do. Let’s give them a big round of applause! 🎉 Michael Fernandes, CFP®, Managing Advisor - 5 years 🎉 Lauren DellaFera, Senior Client Service Specialist - 4 years 🎉 Tony DiSorbo, Partner & Managing Advisor - 4 years 🎉 Cynthia B., Senior Client Service Specialist - 4 years 🎉 Richard Persechino, CFP®, Financial Advisor - 4 years 🎉 Matt Bonvicini, CFP®, Financial Advisor - 3 years 🎉 Katelyn Marien, Client Service Specialist - 1 year 🎉 Rachel Jase, Client Service Specialist - 1 year #workanniversary #thectwmlife #ctwmculture

📣 CTWM is hiring for multiple positions! We're looking for positive, driven, and collaborative individuals to join our team in the following roles: ✔️ Senior Financial Planner ✔️ Senior Financial Advisor ✔️ Client Service Specialist 👉 Apply today and become part of our culture: https://buff.ly/3PxfzyU Know someone who would be a great fit for our team? Repost this to help spread the word! 💬 #hiring #openroles #BPTWCT #financialplanning

It's CPR Training Time! 🚑 At CTWM, we’re proud to invest in the safety and well-being of our teammates. Recently, our team participated in a comprehensive CPR and AED training course. A big thank you to our instructor who made this session engaging, informative, and fun. Here’s to being ready to respond confidently, wherever and whenever needed. #CPRTraining #CTWMCulture

A BIG congratulations to Michael Tedone, CPA/PFS on being recognized as a Hartford Business Journal C-Suite Honoree! 🎉 🎉 🎉 🎉 Congratulations on your well-deserved recognition, and thank you for your unwavering commitment to helping us fulfill our mission—turning life’s aspirations into reality for our clients and team. “I’m honored to be recognized along such notable and talented peers. I share this success with the incredibly talented team at CTWM and am proud of all that we’ve accomplished over the years. I’m excited for our firm’s footprint to continue to grow and am proud of the legacy I will leave behind." - Michael Tedone, Partner & Chief Financial Officer (CFO) 👉 Read the press release for the full story: https://buff.ly/3ThkuFX #CSuiteAwards