What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

TWTC

Name: TWTC
Address: 1632 Northampton Street, Holyoke, MA, 01040, US
Telephone: +14135841805

Our focus is to integrate our life's purpose into our financial planning practice. Kestra IS and Kestra AS do not provide tax or legal advice.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with The Wealth Transition Collective. www.kestrafinanial.com/disclosures

This profile is published for residents of the

United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 844-553-7872.

08/05/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

08/03/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

07/30/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

07/28/2026

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

07/23/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

07/20/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

07/17/2026

July is filled with moments that remind us of what can happen when imagination, ambition, and a little boldness come together. Here are a few milestones worth celebrating this month:

🥫July 5, 1937 - SPAM was introduced by Hormel Foods, becoming one of the most iconic canned foods in American history.

🎡July 17, 1955 - Walt Disney opened the very first Disneyland theme park in Anaheim, California, forever changing the way families experience entertainment together.

🌕July 20, 1969 - NASA's Apollo 11, piloted by Command Module Pilot Michael Collins, made history as Commander Neil Armstrong and Lunar Module Pilot Edwin “Buzz” Aldrin became the first humans to walk on the moon, capturing the imagination of the entire world.

These moments continue to inspire conversations about creativity, innovation, and the lasting impact of a single bold idea.

07/14/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

07/10/2026

July is a month of outdoor adventure, reminding us of the beauty in the natural world around us. This month, we are sharing a story about a remarkable effort to protect the animals that are a part of that world.

In Colorado, North America's largest wildlife overpass has officially opened along a six-lane stretch of Interstate 25 near Larkspur. Measuring 200 feet wide and covered with dirt and native vegetation, the Greenland overpass now allows moose, elk, black bears, mountain lions, and pronghorn to safely cross a highway that once saw an average of one wildlife-vehicle collision every single day. Completed ahead of schedule and on budget, the structure connects 39,000 acres of habitat on both sides of the highway and is expected to reduce wildlife-vehicle crashes by 90%.

It is a beautiful reminder that when communities, agencies, and organizations come together with a shared purpose, the results can be extraordinary.

Read the full story here:

https://www.goodnewsnetwork.org/north-americas-largest-wildlife-overpass-opens-for-animals-to-safely-cross-in-colorado/

07/07/2026

July is a month that celebrates boldness, and history has shown us time and again that what once seemed impossible can often be the goal or dream most worth pursuing.

It can be easy to look at a big goal and talk yourself out of it before you even begin. The competition feels too steep, the timing feels off, or the path forward feels unclear. But most of the breakthroughs we celebrate today, whether in business, science, or everyday life, started with someone who refused to be stopped by what seemed out of reach.

Address

1632 Northampton Street
Holyoke, MA
01040

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+14135841805

Website

http://www.twealthtc.com/

Alerts

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