Connecticut Wealth Management, LLC

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

[Friar Family Collective @FriarFamilyNIL]

We are excited to announce @CTWEALTH as the Title Sponsor of our golf outing at @ShuttleMeadowCC on July 21!

Join us in Kensington, CT with Rich Barron & Ryan Mela, who will be playing with the groups in a rotating fashion throughout the day!

Spots still available, register here: https://t.co/ooyOC5BCNQ

A special thank you to everyone at Connecticut Wealth Management for all of their support! Be sure to check them out: https://t.co/rAONpMxRSu

[Connecticut Wealth Management, LLC @CTWEALTH]

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

[Connecticut Wealth Management, LLC @CTWEALTH]

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]

Huge shoutout to our team for your generosity during our Glove & Mitten Drive benefiting the @unitedwayinc

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]

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]

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]

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

[Connecticut Wealth Management, LLC @CTWEALTH]

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]

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]

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]

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]

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]

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]

As 2024 winds down, market performance & the election spark questions on volatility, estate taxes, & policy shifts. Get insights here: https://t.co/Mg1gn5hpV9

#MarketVolatility #EstatePlanning #InvestmentInsights

[Connecticut Wealth Management, LLC @CTWEALTH]

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

[Connecticut Wealth Management, LLC @CTWEALTH]

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: https://t.co/3dJkpigTOa
#exitplanning #successionplanning #businessowners

[Connecticut Wealth Management, LLC @CTWEALTH]

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

[Connecticut Wealth Management, LLC @CTWEALTH]

In our latest article, we discuss how gifting shares of closely held stock before a business sale can align with your financial goals: https://t.co/I6vIhvsfLj

#BusinessOwners #EstatePlanning #LegacyPlanning #FinancialPlanning

[Connecticut Wealth Management, LLC @CTWEALTH]

Last week, our team celebrated the achievements of our own Michael Tedone who was recognized as a @HartfordBiz Journal C-Suite Honoree.

Congratulations to Mike and all the other HBJ C-Suite & Lifetime Achievement honorees: https://t.co/mpuCvMWYgI #CSuiteAwards

[Connecticut Wealth Management, LLC @CTWEALTH]

Excited to welcome Sabrina Behboudi & Sean Gannon to the CTWM team! 🎉

#newhires #CTWMculture #financialplanning #wealthmanagement