Connecticut Wealth Management, a registered investment advisor, has brought in the Filomeno Wealth Management team to its operation.

Joining the team will be financial advisors Michael Tedone, Kathleen Christensen and Elizabeth DeBassio, as well as Kimberly Lockwood, who served as investment group administrator at Filomeno Wealth Management.

They bring with them $120 million in client assets, bringing Connecticut Wealth’s assets under management to $400 million.

“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,” said Kevin Leahy, chief executive and president of the firm.

The firm said its client:advisor ratio after bringing the team in is 30:1.