Connecticut Wealth Management, LLC

?? The Strategic Value of Human Resources in Business Growth As business complexities grow, many CEOs are realizing that they can't do it all themselves. With increasing complexity in compliance and employee relations, hiring dedicated HR professionals or consultants is becoming essential for business growth and long-term strategy. In a conversation with Daniel Schwartz of Shipman & Goodwin LLP, Emily Wood, CFP?, Partner at CTWM, discusses: ? Why CEOs are shifting away from managing HR themselves ? The importance of hiring HR professionals or consultants ? How to measure success in an HR role ? How HR contributes to cost savings, reduced turnover, and operational efficiency Effective HR can create ease, allowing you to focus on what really matters: your business strategy and growth. #HRStrategy #BusinessGrowth #Leadership #OperationalEfficiency

?? Are You Prepared for Life’s Unexpected Turns? Life can be complicated—investment accounts, insurance policies, legal documents, and digital assets can create complexity. Add in family members in different locations, and it’s easy to see how preparation becomes critical. Emergencies can happen at any time. Ask yourself these key questions to ensure you're prepared: ? Have you reviewed your estate plan, including your will, healthcare directives, and power of attorney? ? Is your insurance coverage, including life, disability, and long-term care, up-to-date? ? Are your financial, legal, and medical documents organized for easy access? ? Have you securely stored passwords and digital account details for trusted access? ? Have you shared your end-of-life wishes with loved ones? At Connecticut Wealth Management (CTWM), we help clients navigate life’s complexities with thoughtful planning. If you’d like to learn more about in case of emergency planning, we’re here to help! #FinancialPlanning #EmergencyPreparedness #EstatePlanning

This month, we're celebrating three incredible CTWM teammates for their dedication and impact. ?? Emily Wood, CFP?, Partner & Chief Client Officer – 7 years ?? Daniela Stringa, Senior Client Service Specialist – 2 years ?? Joey Koontz, Portfolio Data Analyst – 1 year Your hard work and commitment make a difference every day—thank you! Here’s to another great year ahead. #workanniversary #thectwmlife #ctwmculture

?? Protecting Your Business Starts with a Plan No business owner wants to face unexpected legal risks, but proactive systems and clear communication can help safeguard your business. Transparent policies, strong documentation, and trusted guidance can make all the difference in creating a productive, compliant workplace. Join Emily Wood, CFP?, Partner at CTWM, and Daniel Schwartz of Shipman & Goodwin LLP as they share insights on: ? How proactive performance management helps mitigate risk ? Why strong documentation strengthens your business ? How to confidently navigate complex HR and legal challenges The right strategies today can build a stronger, more resilient business. Learn how to set the right foundation now. #RiskManagement #LegalProtection #ProactivePlanning

A BIG congratulations to Megan Trask, CFP? on being recognized as a Hartford Business Journal Top 25 Women in Business honoree! ?????? Megan, your leadership advances CTWM’s mission to turn life’s aspirations into reality for our clients and team. You serve as a powerful example for women in business, and we are proud to celebrate this well-deserved recognition! "I’m honored to be recognized among such accomplished women who are shaping the future of business in Connecticut. I’m grateful to be part of a firm that values innovation, collaboration, and making a meaningful impact." #WomenInBusiness #Leadership

Leaving a company isn’t just about stepping into a new role. It’s about managing financial complexity with clarity. Stock options, restricted stock, and deferred compensation aren’t one-size-fits-all decisions. A personalized financial plan helps you move beyond rules of thumb to ensure every choice aligns with your long-term goals. ?? How will income fluctuations impact your tax strategy? ?? When is the right time to exercise stock options? ?? How can you optimize cash flow while minimizing risk? “You can't make generalizations. Important financial decisions should not be made based on a rule of thumb.” – Jarrett Solomon, CFP?, Partner & Managing Advisor ?? Learn more: https://buff.ly/41njLYr #ExecutiveWealth #CareerTransition #FinancialClarity #PersonalizedPlanning

We’re excited to share that Eric Natale has been promoted to Chief Financial Officer at Connecticut Wealth Management (CTWM)! ?? Eric consistently demonstrates financial acumen, leadership, and a strong dedication to CTWM’s growth and success. “Serving our clients and team is a privilege and an honor. I'm grateful for those who continuously help me learn and grow, and couldn't be more excited for this opportunity and bright future with this team and community!” Please join us in congratulating Eric on his promotion! ?? ?? ?? #Leadership #Promotions #FinancialPlanning

Navigating family dynamics in leadership can be challenging, especially when the "right people" are family members. Emily Wood, CFP?, Partner at CTWM, and Daniel Schwartz of Shipman & Goodwin LLP discuss the importance of: ?? Providing honest feedback without damaging relationships ?? Maintaining clarity and alignment in succession planning ?? Ensuring fairness to prevent division within the team Effective succession planning involves open communication, setting expectations, and building unity for long-term success across generations. Don’t let family dynamics hinder business growth—learn how to navigate these conversations with insight and care. ?? Listen now: https://buff.ly/4bbhvXg #FamilyBusiness #SuccessionPlanning #LeadershipSuccess

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