Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile
Connecticut Wealth Management, LLC

@ctwealth

CTWM provides holistic financial planning, tax planning & investment advice. We are committed to turning life's aspirations into reality for our clients & team.

ID: 1246395956

linkhttp://ctwealthmgmt.com calendar_today06-03-2013 15:51:59

975 Tweet

271 Followers

187 Following

DFSHartford (@dfshartford) 's Twitter Profile Photo

Connecticut Wealth Management, LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. #CapitalCatwalk

<a href="/CTWEALTH/">Connecticut Wealth Management, LLC</a> is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. #CapitalCatwalk
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Last week, our team celebrated the achievements of our own Michael Tedone who was recognized as a Hartford Business Journal C-Suite Honoree. Congratulations to Mike and all the other HBJ C-Suite & Lifetime Achievement honorees: buff.ly/3BQc3LO #CSuiteAwards

Last week, our team celebrated the achievements of our own Michael Tedone who was recognized as a <a href="/HartfordBiz/">Hartford Business</a> Journal C-Suite Honoree. 

Congratulations to Mike and all the other HBJ C-Suite &amp; Lifetime Achievement honorees: buff.ly/3BQc3LO #CSuiteAwards
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

In our latest article, we discuss how gifting shares of closely held stock before a business sale can align with your financial goals: buff.ly/3Ag952K #BusinessOwners #EstatePlanning #LegacyPlanning #FinancialPlanning

In our latest article, we discuss how gifting shares of closely held stock before a business sale can align with your financial goals: buff.ly/3Ag952K 

#BusinessOwners #EstatePlanning #LegacyPlanning #FinancialPlanning
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Our team wore every shade of pink today to raise breast cancer awareness. 🎀 Visit our pink-lit office this month to spread hope and support research! #CTWMPinkDay #BreastCancerAwareness #PinkRibbon

Our team wore every shade of pink today to raise breast cancer awareness. 🎀 Visit our pink-lit office this month to spread hope and support research!

#CTWMPinkDay #BreastCancerAwareness #PinkRibbon
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We’re proud to announce that Emily Wood, Partner & Chief Client Officer, has earned her Certified Merger & Acquisition Advisor (CM&AA®) credential. Read the press release to learn more: buff.ly/3Yw2CKz #exitplanning #successionplanning #businessowners

We’re proud to announce that Emily Wood, Partner &amp; Chief Client Officer, has earned her Certified Merger &amp; Acquisition Advisor (CM&amp;AA®) credential. Read the press release to learn more: buff.ly/3Yw2CKz 
#exitplanning #successionplanning #businessowners
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Our teammates volunteered at the Boys & Girls Clubs of Hartford’s 36th Annual Golf Classic, supporting activities across the course. ⛳💙 #CTWMGivesBack #CTWMCulture #GreatFuturesStartHere

Our teammates volunteered at the Boys &amp; Girls Clubs of Hartford’s 36th Annual Golf Classic, supporting activities across the course. ⛳💙 #CTWMGivesBack #CTWMCulture #GreatFuturesStartHere
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

As 2024 winds down, market performance & the election spark questions on volatility, estate taxes, & policy shifts. Get insights here: buff.ly/3NF6QJG #MarketVolatility #EstatePlanning #InvestmentInsights

As 2024 winds down, market performance &amp; the election spark questions on volatility, estate taxes, &amp; policy shifts. Get insights here: buff.ly/3NF6QJG 

#MarketVolatility #EstatePlanning #InvestmentInsights
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Our team had an amazing time volunteering with Literacy Volunteers of Greater Hartford, helping refresh their learning spaces with a fresh coat of paint! 🎨 #CTWMGivesBack #CTWMCulture #UW860Cares

Our team had an amazing time volunteering with Literacy Volunteers of Greater Hartford, helping refresh their learning spaces with a fresh coat of paint! 🎨

#CTWMGivesBack #CTWMCulture #UW860Cares
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Welcome aboard, Jason Raiti! As a Senior Financial Advisor, he’ll develop comprehensive financial plans and investment strategies, helping our clients achieve their aspirations. Thrilled to have you on Team CTWM! 🎉 #newhires #CTWMculture #financialplanning #wealthmanagement

Welcome aboard, Jason Raiti! As a Senior Financial Advisor, he’ll develop comprehensive financial plans and investment strategies, helping our clients achieve their aspirations. Thrilled to have you on Team CTWM! 🎉 #newhires #CTWMculture #financialplanning #wealthmanagement
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

This month, we're celebrating the anniversaries of two CTWM teammates. Thank you both for your hard work and dedication at CTWM! Here’s to celebrating your achievements and looking forward to a bright future. #workanniversary #thectwmlife #ctwmculture

This month, we're celebrating the anniversaries of two CTWM teammates.

Thank you both for your hard work and dedication at CTWM! Here’s to celebrating your achievements and looking forward to a bright future.

#workanniversary #thectwmlife #ctwmculture
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Thanks to our clients' generosity, we delivered 757 pounds of food to the Farmington Food Pantry, helping to support over 215 families in need. Giving back is at the heart of what we do, and we're truly grateful to be part of such a caring community. #CTWMGivesBack #CTWMCulture

Thanks to our clients' generosity, we delivered 757 pounds of food to the Farmington Food Pantry, helping to support over 215 families in need. 

Giving back is at the heart of what we do, and we're truly grateful to be part of such a caring community. #CTWMGivesBack #CTWMCulture
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Yesterday, our team helped hand out Thanksgiving turkeys, chickens, and sides to hundreds of families at St. Joseph Cathedral Food Pantry in Hartford. #CTWMGivesBack #CTWMCulture

Yesterday, our team helped hand out Thanksgiving turkeys, chickens, and sides to hundreds of families at St. Joseph Cathedral Food Pantry in Hartford.

#CTWMGivesBack #CTWMCulture
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

This Thanksgiving, we’re especially grateful for our clients. Thank you for trusting Connecticut Wealth Management to be part of your financial journey. Wishing you and your loved ones a holiday filled with gratitude and joy. Happy Thanksgiving! 🦃🍂 #Thanksgiving #Gratitude

This Thanksgiving, we’re especially grateful for our clients. Thank you for trusting Connecticut Wealth Management to be part of your financial journey. 

Wishing you and your loved ones a holiday filled with gratitude and joy. Happy Thanksgiving! 🦃🍂 #Thanksgiving #Gratitude
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Thrilled to celebrate Nick, Alex & Tripp on earning their CFP® certifications! 🎉 Your hard work & dedication inspire us all. Cheers to your bright future. #CFP #WealthManagement

Thrilled to celebrate Nick, Alex &amp; Tripp on earning their CFP® certifications! 🎉 Your hard work &amp; dedication inspire us all. Cheers to your bright future. #CFP #WealthManagement
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

What an exciting way to end the year, celebrating three CTWM teammates! Your dedication and hard work have made a lasting impact at CTWM. Here's to continuing our shared success in the years ahead! #workanniversary #thectwmlife #ctwmculture

What an exciting way to end the year, celebrating three CTWM teammates!

Your dedication and hard work have made a lasting impact at CTWM. Here's to continuing our shared success in the years ahead!

#workanniversary #thectwmlife #ctwmculture
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

From all of us at Connecticut Wealth Management, we wish you and your loved ones a joyful holiday season and a prosperous New Year filled with health and happiness. #HappyHolidays

From all of us at Connecticut Wealth Management, we wish you and your loved ones a joyful holiday season and a prosperous New Year filled with health and happiness. 

#HappyHolidays
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

Huge shoutout to our team for your generosity during our Glove & Mitten Drive benefiting the United Way of Central and Northeastern Connecticut Together, we gathered over 50 pairs of gloves. Thank you for helping keep our community warm this winter. ❄️ #CTWMGivesBack #CTWMCulture

Huge shoutout to our team for your generosity during our Glove &amp; Mitten Drive benefiting the <a href="/unitedwayinc/">United Way of Central and Northeastern Connecticut</a>

Together, we gathered over 50 pairs of gloves. Thank you for helping keep our community warm this winter. ❄️

#CTWMGivesBack #CTWMCulture
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

This month, we’re thrilled to celebrate 4 CTWM anniversaries. Your dedication and commitment inspire us every day. Thank you for being an integral part of the CTWM team and for all the ways you make a meaningful impact! #workanniversary #thectwmlife #ctwmculture

This month, we’re thrilled to celebrate 4 CTWM anniversaries.

Your dedication and commitment inspire us every day. Thank you for being an integral part of the CTWM team and for all the ways you make a meaningful impact! 

#workanniversary #thectwmlife #ctwmculture
Connecticut Wealth Management, LLC (@ctwealth) 's Twitter Profile Photo

We’re excited to welcome Lucas Lycksell to the CTWM team! As our new Senior Financial Planner, Lucas will focus on creating personalized financial plans to help guide our clients toward their life's aspirations. We’re thrilled you're here! #CTWMculture #financialplanning

We’re excited to welcome Lucas Lycksell to the CTWM team!

As our new Senior Financial Planner, Lucas will focus on creating personalized financial plans to help guide our clients toward their life's aspirations.

We’re thrilled you're here! #CTWMculture #financialplanning