Connecticut Wealth Management is a registered investment advisor that believes in creating genuine partnerships, building trust.

Investment Management

Connecticut Wealth Management, LLC

Kevin Leahy, CPA, CFP®

Megan Cooney-Smith, MBA

Michael Tedone, CPA/PFS

Kailee Ostroski, CFP®

Emily Wood, CFP®

Denis M. Horrigan, CFP®, CEPA®

Deborah Hopper

The Client Services team at Connecticut Wealth Management, LLC ensures exceptional client experiences by managing account inquiries, facilitating transactions, and maintaining clear communication. They act as the primary point of contact for clients, addressing needs promptly and fostering trusting relationships.

Client Services

Finance Team

Leadership Team

Client Services

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Team members

Other teams at Connecticut Wealth Management, LLC

Finance Team

Leadership Team