Durham Resident Named to Medical Economics Exclusive List of "Best Financial Advisers" for Fourth Consecutive Year

Durham resident Kevin C. Leahy, CFP®, CIMA®, CPA is one of three Advisers for Connecticut Wealth Management, LLC, a greater Hartford area Registered Investment Advisor, to once again be recognized by Medical Economics and named to their exclusive list of “Best Financial Advisers for Doctors.”

Leahy, Denis M. Horrigan, CFP® and Patricia M. Kane, CFP® are receiving the distinction for the fourth consecutive year. “We consider it an extraordinary honor to be included in this list once again,” said Leahy, CEO and Founder of Connecticut Wealth Management. “We have a special relationship with our clients and to be recognized on a national platform as a reliable and trusted Adviser for the medical community is a tribute to the level of service we provide.”

Editors select star financial advisers based on their breadth of knowledge and experience, selecting those who have been in the industry for more than 10 years and who have esteemed credentials, such as the CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) certifications. Editors also examine advisors’ fee structures, minimum investment requirements, geography, and good standing with compliance, favoring those who do not rely completely on a commission-based structure.

Mr. Leahy, Mr. Horrigan and Ms. Kane work with physicians, retirees, families, business owners and executives and offer personalized strategies designed to help their clients identify, plan, and work toward their unique financial goals.