Connecticut Wealth Management

Connecticut Wealth Management

Connecticut Wealth Management was established by Kevin Leahy and Denis Horrigan. The firm operates as a multi-family office serving high-net-worth clients across Connecticut and Florida. It maintains a charitable fund focused on education, health, and community development. The firm allocates across public equities and private equity vehicles. Confirmed public positions include holdings in IEFA, VTI, SPYG, SPYV, Apple, and Microsoft. It also commits to venture capital funds through its private equity offering. Geographic exposure centers on North America with indicated interest in ClimateTech and Energy Transition & Renewables. The firm offers socially responsible investing that applies exclusionary screening and thematic approaches. Assets under management stand at an Altss-derived figure of $3.639 billion. The firm employs custodians Charles Schwab and Fidelity Investments along with Orion Advisor Tech. In September 2025 the firm completed its merger with Conry Asset Management. It participates in the Financial Planning Association, the Connecticut Business & Industry Association, and ranks on Barron's Top RIA Firms list. The firm combines direct client advisory with limited partner commitments to external private equity funds. This hybrid structure allows it to serve multi-generational families while maintaining exposure to illiquid strategies through its dedicated private equity vehicle.