FARMINGTON, CT--(Marketwired - July 11, 2016) -
- Connecticut Wealth Management has been named one of the top 300 registered investment advisors (RIA) nationwide
- Farmington-based RIA is 1 of 5 firms selected from Connecticut
- Connecticut Wealth Management offers fee-based financial planning and asset management to individuals and families locally and nationwide, managing more than $500 million in assets
Connecticut Wealth Management, a registered investment advisor located in the greater Hartford area, is pleased to announce it has been named to the Financial Times' 300 Top Registered Investment Advisers, making it one of only five other firms to be selected from Connecticut. The list recognizes top independent RIA firms from across the U.S.
"We are truly honored to once again be named as a top RIA firm by The Financial Times -- it is a great accomplishment to be ranked alongside our impressive peers in the industry," said Kevin Leahy, CEO and co-founder of Connecticut Wealth Management. "This recognition is a testament to Connecticut Wealth Management's completely unique approach to this profession. We hope our elimination of sales people, as well as our advisors' willingness to work on much more than our client's investments, will continue to turn heads and revolutionize the industry."
Connecticut Wealth Management's advisors average more than 20 years of experience in the financial services industry, with more than 180 years of combined experience. Founded in 2010, the firm provides financial planning and asset management to individuals, families, business owners and executives across Connecticut and nationwide. The firm focuses on offering independent guidance to its clients -- from establishing financial goals, to developing a plan to help take them there, advisors provide a fee-based approach that eliminates conflict and yields unbiased financial advice. Currently, the firm manages more than $500 million in assets.
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm's advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
For more information about Connecticut Wealth Management, please visit www.ctwealthmgmt.com.
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About Connecticut Wealth Management
Connecticut Wealth Management, LLC is a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.CTWealthMgmt.com.
FT 300 Disclosure
The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.