Connecticut Wealth Management, LLC (CTWM) a Registered Investment Advisor is excited to announce the launch of CTWM NexGen Leaders. CTWM NexGen Leaders is an exclusive networking group of young professionals interested in becoming future business leaders in the Hartford area. The group was established by three of CTWM’s advisors, Jarrett F. Solomon, CFP®, CIMA®, Director, Kayse A. Kress, CFP®, Senior Financial Advisor and Ryan P. Tuttle, CFP®, ChFC®, CLU® Senior Financial Advisor.
The goal of the CTWM NexGen Leaders group is to develop, engage and educate future business leaders and to encourage civic involvement and contribute positively in the communities the members serve. CTWM NexGen Leaders will act as a network in the Hartford area for young business professionals to build a dynamic society of leaders made up of attorneys, accountants, and additional experts who are focused on building relationships with their clients and providing them with the best resources available.
“In this age of online networking, we have an infinite number of LinkedIn connections, Twitter followers and Facebook friends, but we don’t always get to develop these relationships and learn about what they actually do," said Kress. “Meeting our online contacts in person allows us to represent what Connecticut Wealth Management stands for as well as provide that support that can lead to great relationships.”
The CTWM NexGen Leaders held its first meeting on June 19th at the Connecticut Wealth Management office in Farmington. Guest enjoyed a backyard barbecue that was intimate and casual. The setting afforded members the opportunity to more closely get to know one another and learn about their successes and challenges.“We are tailoring the CTWM NexGen Leaders to a smaller group of individuals who have a business model similar to ours and provides a team approach to the work they do for their clients,” said Solomon. “The old school” approach of inviting people to a backyard barbeque helps people to feel comfortable getting to know one another,” said Tuttle. “We look forward to further building these valued relationships.”
Find out what's happening in Farmingtonwith free, real-time updates from Patch.
About Connecticut Wealth Management, LLC
Find out what's happening in Farmingtonwith free, real-time updates from Patch.
Connecticut Wealth Management, LLC is a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.ctwealthmgmt.com.
