Connecticut Wealth Management

10/09/2026

The future of our profession was on full display last Thursday.

We kicked off Year 2 of the Connecticut Wealth Management Cohort in partnership with the UConn School of Business, and the energy in the room was incredible. The turnout exceeded expectations, with students eager to learn more about the wealth management industry, connect with professionals, and explore potential career paths.

We were also excited to hear the announcement that UConn will be offering an in-person financial planning course, further expanding opportunities for students interested in the profession.

Developing the next generation of advisors takes collaboration, education, and mentorship. We're proud to be part of that effort and excited to see what this year's cohort accomplishes!

10/06/2026

A trust is only the beginning. What happens next matters, too.

As CTWM continues to expand our trust services offering, we're having more conversations with clients about the role trust administration can play after a trust is established.

Thank you to the Hartford Business Journal for the opportunity to share our perspective.

Sponsored Content: Thoughtful trust administration helps families move beyond creating a trust to ensuring their wishes, values and financial goals are carried forward for generations. Learn more from Connecticut Wealth Management.
https://buff.ly/3pHLNne

09/29/2026

This September, we're proud to celebrate teammates reaching work anniversary milestones. Their dedication, collaboration, and commitment to our clients help make CTWM the firm it is today:

• Michael Fernandes, Managing Advisor - 7 years
• Tony DiSorbo, Partner - 6 years
• Rick Persechino, Senior Financial Advisor - 6 years
• Cyndy Borenstein, Senior Client Service Specialist - 6 years
• Matt Bonvicini, Financial Advisor - 5 years
• Katelyn Marien, Client Service Specialist - 3 years
• Rachel Jase, Senior Client Service Specialist - 3 years
• Sabrina Behboudi, Analyst - 2 years
• Sean Gannon, Analyst - 2 years
• Brendan T. Conry, Sr., Business Development Officer - 1 year
• Brendan T. Conry, Jr., Financial Advisor - 1 year
• Kelly Boutin, Financial Advisor - 1 year

Thank you for the care and commitment you bring to our team each day. We appreciate all you do and are proud to celebrate these milestones with you.

09/22/2026

Before there were billboards and a team of 70+, there was a business plan, a kitchen table, and a founder willing to do whatever it took to make payroll.

On the latest episode of In Good Company, Brooke Goff shares the entrepreneurial journey behind Goff Law Group, from launching her firm in 2017 to building one of Connecticut's most recognizable brands. Along the way, she shares lessons on leadership and resilience, and why embracing what makes you different can become a powerful competitive advantage.

Whether you're building a business, leading a team, or considering your next chapter, this conversation offers practical insights and honest reflections on building something meaningful.

Tune in now: https://ctwealthmgmt.com/news-story/turning-differences-into-advantages-the-entrepreneurial-journey-of-brooke-goff/

09/18/2026

A great evening celebrating an even greater accomplishment.

Last night, Eric Natale was recognized as a Hartford Business Journal 40 Under Forty honoree, joining a group of leaders making a difference across Connecticut. As Partner & Chief Financial Officer, Eric guides CTWM's long-term growth while staying true to the people and values that define our firm.

We're proud to call him a colleague, partner, and leader.

Congratulations on this recognition, Eric!



Learn more: https://hartfordbusiness.com/article/meet-hbjs-2026-40-under-forty-class/

09/17/2026

Earlier this week, business owners joined us for our latest In Good Company event featuring revenue growth advisor Nate Wolfson.

Nate's discussion explored how proactive communication, stronger client relationships, and consistent outreach can help businesses uncover new opportunities and build momentum over time.

One theme resonated throughout the evening: growth rarely comes from a single breakthrough. More often, it's the result of consistently reaching out and uncovering opportunities that might otherwise go unnoticed.

Thank you to everyone who joined us. We look forward to continuing the conversation at our next In Good Company event!

09/02/2026

How do some companies continue growing while others plateau?

Join us for our next In Good Company event featuring revenue growth advisor Nate Wolfson for a practical discussion on generating referrals, increasing revenue, and creating a culture where growth becomes everyone's responsibility.

We're looking forward to another evening of insights, conversation, and connection with our business owner community.

📅 Monday, September 14th
🕔 5:00 PM – 7:00 PM
📍 281 Farmington Avenue, Farmington, CT

🔗 Register now: https://ctwealthmgmt.com/in-good-company/

08/20/2026

We're excited to welcome three new Analysts to CTWM: Josh Mangini, Nishaan Patel, and Eric Pitruzzello!

We're thrilled to have them join our team and look forward to the perspectives and energy they'll bring as they begin their careers at CTWM.

Welcome aboard!

08/18/2026

Selling a business isn't a solo endeavor. It's a team sport.

In our latest episode of In Good Company, Ramsey Goodrich of Carter Morse & Goodrich joins Denis Horrigan and Kevin Leahy to discuss what he calls the "Core Four," the four advisors every business owner should have in place before pursuing a business transition:
✔️ Wealth Manager
✔️ CPA
✔️ M&A Attorney
✔️ Investment Banker

Each advisor brings a unique perspective to the table, helping business owners navigate everything from tax strategy and estate planning to legal considerations and transaction ex*****on.

🎧 Listen to the full episode to hear why building the right advisory team can be just as important as preparing the business itself:

08/13/2026

We’re proud to announce that Eric Natale has been named an Hartford Business Journal 40 under Forty honoree! This accolade recognizes young professionals for their impactful leadership and professional achievements.

As Partner & CFO, Eric has been instrumental in shaping CTWM’s long-term growth strategy, financial infrastructure, and enterprise planning, helping CTWM to grow while maintaining the personalized service that is at the center of our mission.

Eric leads with drive, integrity, and empathy, embodying our core values every day. This well-deserved recognition reflects the contributions he has made to our firm, our clients, and community.

Congratulations, Eric!

hartfordbusiness.com/article/meet-hbjs-2026-40-under-forty-class/