Connecticut Wealth Management, LLC

We're thrilled to announce that Jennifer D. Barry, CFP ® has been promoted to Partner at Connecticut Wealth Management (CTWM)! Jen consistently demonstrates her expertise, dedication, and unwavering commitment to putting clients first. “I'm humbled by this promotion and grateful to work alongside such an incredible team. I'm passionate about our work and the relationships we've built, and I'm excited to continue enhancing experiences for all." Please join us in congratulating Jen on this well-deserved recognition! 👏 👏 👏 #Leadership #Promotions #FinancialPlanning

🚀 Welcome, Maximilian Eanniello! We’re excited to welcome Max to the CTWM team as a Client Service Specialist! With a background in wealth management operations, Max is dedicated to delivering exceptional client service and supporting our clients' financial goals. We’re thrilled to have you on board, Max. #newhires #CTWMculture #financialplanning #wealthmanagement

📣 Executives: Are You Financially Prepared for a Career Exit? Leaving a company—whether planned or unexpected—comes with financial complexities that can impact your long-term wealth. How you handle stock options, deferred compensation, and tax strategies can make a significant difference. Proactive planning can help you make informed decisions and move forward with confidence. Jarrett Solomon, CFP®, Partner & Managing Advisor at CTWM, shares strategies to help executives navigate this transition with clarity. 🔗 Learn more: https://buff.ly/41njLYr #ExecutiveWealth #CareerTransition #FinancialPlanning

Exciting news! 🎉 We're thrilled to welcome Katerina Roberts, CFP® to the team as a Senior Financial Advisor. Kat is passionate about helping clients navigate their financial journey with personalized plans tailored to their long-term goals. Welcome aboard – we’re excited to have you here! #newhires #CTWMculture #financialplanning #wealthmanagement

Human capital is a major driver of business value—especially in small or family-run businesses, where every role matters. Join Emily Wood, CFP®, Partner at CTWM, and Daniel Schwartz of Shipman & Goodwin LLP, as they discuss: ✅ The role of performance management in strengthening a business ✅ Why aligning the right people with the right roles can support long-term growth ✅ Ways to boost engagement, manage turnover, and enhance operations. Gain insights from their conversation! #BusinessGrowth #HumanCapital #PerformanceManagement

This month, we’re excited to celebrate 3 CTWM work anniversaries! 👏 Miguel Carneiro, CFP®, Financial Advisor – 3 years 👏 Meredith Pickett, Senior Client Service Specialist – 3 years 👏 Josh Sweeney, CFA, Director of Investments – 2 years Your dedication, passion, and hard work are truly inspiring. Thank you for all you do and for making a meaningful impact here every day. #workanniversary #thectwmlife #ctwmculture

Are You Making the Most of Your Executive Equity Compensation? 💡 Your equity compensation—whether RSUs, SARs, or PSUs—can be a powerful tool for building long-term wealth. With a thoughtful strategy, you can manage your stock awards in a way that supports your financial goals. ✅ Understand your equity – Different stock awards have varying rules, vesting schedules, and tax implications. ✅ Plan for taxes – Strategically timing exercises and sales can help you manage the tax impact. ✅ Diversify wisely – Balancing company stock with other investments can help reduce risk. ✅ Keep your goals in focus – Whether planning for retirement, a major purchase, or future financial security, your equity should align with your overall financial plan. At CTWM, we help executives navigate their compensation and make informed decisions within the context of their financial plan. Let’s discuss how your stock awards fit into your long-term plan. #ExecutiveCompensation #StockOptions #FinancialPlanning

💼 Managing human capital is one of the most impactful factors in business success. The right strategies can help position your business for long-term growth - from optimizing performance, navigating family dynamics, mitigating legal risks, and leveraging HR expertise. In our latest feature, Emily Wood, CFP® and Daniel Schwartz, Partner in the Labor, Employment, and Education group at Shipman & Goodwin LLP, share insights on building a strong foundation for your team and business. 🔵 How effective performance management can drive business value 🔵 How to manage family relationships in a business setting 🔵 How to proactively reduce legal risks 🔵 How to evaluate the impact of your HR specialist 🔵 And more! 🔗 Click the link to learn more: https://buff.ly/4aLftgz

We're excited to celebrate the promotions of 9 teammates. Congratulations to all! 🎉🎉 🎉 Jennifer D. Barry, CFP ® - Partner 🎉 Nicholas Good - Financial Advisor 🎉 Rudolph Melk III - Financial Advisor 🎉🎉 🎉 Eric Natale - Chief Financial Officer 🎉 Richard Persechino, CFP® - Senior Financial Advisor 🎉 Sarah Rioux, CFP® - Financial Advisor 🎉 Alex Romejko, CFP® - Financial Advisor 🎉 Danielle Tata - Senior Client Service Specialist 🎉 Jake Woznyk, CFP® - Financial Advisor Thank you for your outstanding contributions to CTWM. We look forward to celebrating all your achievements in 2025 and beyond!

Gain Clarity on Your Financial Goals💡 Understanding the 'why' behind your financial goals can help you make intentional decisions and stay on track. Reflecting on what drives your choices ensures your plan supports what’s most important to you. Use our Financial Wheel of Life worksheet to assess where you stand and set priorities for 2025 and beyond. 🔗 Download now: https://buff.ly/3WkA0lV #FinancialClarity #GoalSetting #WealthManagement #FinancialPlanning