Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC (CTWM) is a Registered Investment Advisor headquartered in Farmington, Connecticut. Founded in 2010, CTWM provides comprehensive financial planning and investment advisory services to individuals, families, high-net-worth individuals, non-profit organizations, business owners, and executives, serving clients across more than 20 states. The firm has approximately 65 employees, operates as an LLC, and is owned and managed by Kevin C. Leahy, Denis M. Horrigan, and Michael A. Tedone.
Investment Strategy
CTWM’s investment strategy centers on comprehensive financial planning and personalized investment management. The firm tailors portfolios to individual client goals, time horizons, liquidity needs, and risk tolerance. They utilize globally diversified asset allocations covering equities, fixed income, and alternative investments, typically implemented through a combination of individual securities, mutual funds, and ETFs. CTWM provides ongoing portfolio monitoring, rebalancing, and tax-efficient investing, with a strong focus on long-term wealth accumulation, risk management, and holistic financial well-being.
Top Holdings
Equity Positions (308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 9.23% | $193.9M | 1,060,764 | $98.61 | $182.82 | +$5.9M |
S SPYG | SPDR SERIES TRUST | 7.82% | $164.3M | 1,723,602 | $80.81 | $95.32 | +$38.0M |
S SPYV | SPDR SERIES TRUST | 7.60% | $159.7M | 3,051,332 | $51.20 | $52.34 | +$19.9M |
I IEFA | ISHARES TR | 7.60% | $159.6M | 1,911,629 | $72.03 | $83.48 | +$25.3M |
I IJH | ISHARES TR | 6.31% | $132.5M | 2,135,947 | $50.35 | $62.02 | +$1.7M |