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20 HARTFORDBUSINESS.COM | JUNE 15, 2026 FOCUS | WEALTH MANAGEMENT rrlawpc.com info@rrlawpc.com (860) 278-1150 rrlawpc For 75 years, Reid and Riege has been dedicated to providing individual client services that encompass estate planning, estate settlement and trust administration. Our firm takes pride in offering sophisticated planning and counsel to multiple generations of client families. Our services cater to professionals, retirees, and heirs. Working hand in hand with our Business Services group, we have guided families through the entire spectrum from business creation and growth to succession planning or liquidation strategies. The sweat equity and entrepreneurship of our clients, combined with our strategic planning, has helped clients achieve generational wealth and financial security. Our success over the decades has been intricately connected with the success of our clients, for which we are deeply thankful. Pictured Left to Right: John Paul Callahan, Gina Geary, Ingi-Mai Loorand, John Ivimey, David Sullivan (CTFA), Barbara Taylor, Katherine Mulry, Megan Stoner ESTATE PLANNING, ESTATE SETTLEMENT & TRUST ADMINISTRATION SERVICES Beyond Investing Wealth managers broaden services to become one-stop advisers By Harriet Jones hjones@hartfordbusiness.com K evin Leahy, co-founder of Connecticut Wealth Manage- ment, said his Farming- ton-based firm in recent years has increasingly observed a particular type of client: business owners who have built successful companies and accumulated significant wealth, but find themselves overwhelmed by the demands of running a growing organization. For these small business owners, he said, life might seem to be idyllic, with a beach house and a boat and money to take the family traveling. Their issue is not financial resources, but time. "Life is great, except when it's not because you're working too much and you don't know which end is up," Leahy said. To help address those challenges, Leahy and his advisers have found themselves discussing more than financial planning with clients. Conversations have increasingly turned to leadership, organizational structure and time management. At the same time, Leahy and his busi- ness partner, Denis Horrigan, were receiving executive coaching from Kelly McDaniel, owner of consulting firm DeLisaGroup. "We had this joint moment where we realized that, wait a second, what you're doing for us, we need to be Kelly McDaniel (left), director of business owner services at Connecticut Wealth Management, and CTWM co-founder Kevin Leahy. HBJ Photo | Steve Laschever