Financial Times national surevey draws from a select pool
FARMINGTON, CT–(Marketwired – July 14, 2015) – Connecticut Wealth Management, LLC, a Registered Investment Advisor located in the greater Hartford area, is proud to announce that it has been named in the 2015 Financial Times 300 Top Registered Investment Advisors, 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.
"It is a great accomplishment to be recognized by our peers as a leader in the financial advisory industry," said Kevin Leahy, CEO and founder of Connecticut Wealth Management. "We give credit to our talented and dedicated team, who strives every day to provide fiduciary excellence to our clients. Our excellent reputation is a testament to the unyielding commitment our staff has shown to our clients and their families, giving them the attention and service they deserve."
Founded in 2010, Connecticut Wealth Management 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.
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
Out of the tens of thousands of registered firms across the United States, 2,000 were asked to apply for the list. The RIA firms that applied were graded on six criteria:
- Assets under management (AUM);
- AUM growth rate;
- Years in existence;
- Advanced industry credentials;
- Online accessibility; and
- Compliance records
For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.