Connecticut Wealth Management Directors Involved in Community Outreach

Patricia M. Kane, CFP®, Director and Kathleen M. Christensen, CPA/PFS, Director at Connecticut Wealth Management, LLC, participated in The College Club of Hartford’s annual scholarship luncheon held on June 7, 2014.  Ms. Kane is President of The College Club of Hartford while Ms. Christensen was recently appointed auditor.

Each year The College Club of Hartford awards graduating seniors of a public high school in Hartford County with a scholarship to those attending an accredited four-year college or university.  This year, 9 students were awarded $1,500 each by the organization.  Recipients must demonstrate academic excellence by a class rank in the upper 10% of their class.  Awards are also determined by a student’s leadership, character and community participation.

"It is an honor and a privilege to be a part of an organization that recognizes the extraordinary efforts by these young men and women,” said Kane.  “College is in everyone’s reach,” said Christensen.  “Financially, though, it can be a struggle for many families.  I’m so proud to be included in this tradition of supporting our future leaders.” 

The College Club of Hartford was founded in 1905 by a group of forward-thinking women as an educational and philanthropic organization, with the pursuit of scholarship aid as its chief interest.

In addition to providing scholarships to high school students and a special grant annually to an area organization, the group maintains an active schedule of educational, civic and social programs for their members. Membership in The College Club of Hartford is open to women who are graduates of two- and four-year colleges and universities.

Both Ms. Kane and Ms. Christensen are active members of their community.  Ms. Kane is a member of the Financial Planning Association of CT Valley and supportive of various women’s organizations within Connecticut.  She is involved with the Financial Planning Association’s:  Money Conference for Women, Go Red for Women, the Susan G. Komen Foundation, UConn Women MBA Network (NAWMBA) and the UConn Alumni Association.  She leads the Connecticut Wealth Management Women’s Initiative to help create an environment that supports the professional advancement of the women within the organization, as well as educate clients and women in the local community.

Christensen’s additional community involvement includes, membership in the American Institute of Certified Public Accountants (AICPA), the Board of Directors for the Hartford Estate and Business Planning Council and the Connecticut Society of Certified Public Accountants (CSCPA).  She is also an active parishioner at the Church of St. Peter Claver and a volunteer at Conard High School.

About Connecticut Wealth Management, LLC

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.