Group of experienced advisors bring over $120 million in client assets to leading Farmington Registered Investment Advisor Firm
FARMINGTON, CT, June 5, 2013 – Connecticut Wealth Management, LLC, a premier Registered Investment Advisor (“RIA”) in the greater Hartford area that specializes in financial planning and investment management, recently welcomed three advisors and one administrator from Filomeno Wealth Management, LLC to their firm.
Joining the team will be financial advisors Michael A. Tedone, CPA/PFS, Kathleen M. Christensen, CPA/PFS, and Elizabeth A. DeBassio, CPA/PFS, as well as Kimberly J. Lockwood, who served as investment group administrator at Filomeno Wealth Management. Tedone, a principal and shareholder at Filomeno & Company, P.C., has been providing wealth management and tax planning services to clients for 30 years with particular emphasis on investment and estate planning.
“We are extremely pleased to welcome Mike, Kathy, Elizabeth, and Kim to our firm,” said Kevin Leahy, CFP®, CPA®, CIMA®, CEO, and President of Connecticut Wealth Management. “Most deals like this are put together based on assets, revenues, and profit margins, but the draw for us was the tremendous talent we were able to add to our team. Independence, objectivity, and lack of a sales culture are rare in our industry and are what we feel sets Connecticut Wealth Management apart from our competition. There is no question that we have added four individuals who share in this core set of beliefs. This will allow us to continue our focus on the deeply personalized, holistic financial planning that has been the hallmark of the outstanding relationships we have with our clients.”
The four individuals have over 95 years of combined experience in the financial services industry, and with the recent additions Connecticut Wealth Management now has a total of nine advisors on staff. Tedone, Christensen, and DeBassio bring approximately $120 million in client assets in the transition, increasing Connecticut Wealth Management’s total assets under management to over $400 million.
Leahy added, “The addition of our new teammates brings our client to advisor ratio down to 30:1 – a number that is among the best in the industry. Our firm now boasts nine advisors that bring experience and credentials that simply do not exist anywhere that we know of – six CFP®s, three PFSs, five CPAs, two CIMA®s, four Masters degrees, one CHfC®, and one CLU®.”
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.
Securities offered through LPL Financial Member FINRA/SIPC.
