More than 3,000 Connecticut-area wealth managers were considered for the award—only 289 were selected as recipients
FARMINGTON, Connecticut—December 4, 2019—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that 10 team members received the 2019 ‘Five Star Wealth Managers’ Award.
Recipients include Kevin C. Leahy, CPA, and CFP®; Denis M. Horrigan, CFP®; Michael A. Tedone, CPA/PFS; Jarrett F. Solomon, CFP®, CIMA®; Kathleen M. Christensen, CPA/PFS; Elizabeth A. DeBassio, CPA/PFS; Megan Trask, CFP®; Bichop Nawrot, CFP®; Claudia Jacques-Soto, CFP®; and Jennifer Barry, CFP®.
The award program is a collaboration between Five Star Professional and Connecticut Magazine. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The award is presented to wealth managers in more than 45 markets in the U.S. and Canada, recognizing service professionals who provide quality client services. A robust evaluation of candidates is based on advisor credentials, regulatory, disciplinary, and compliance history, client acceptance and retention, education and professional designations, and above all, consumer feedback.
A total of 3,147 Connecticut-area wealth managers were considered for the award—only 289 were selected as recipients, nine percent of qualified candidates.
“At Connecticut Wealth Management, we take pride in helping our team members develop professionally and watching them grow year after year,” said CEO of CTWM, Kevin Leahy. “We’re both honored and proud to be recognized by Five Star Professional. Most of all, this is a testament to our commitment to our clients and their families, who are our highest priority.”
For more information about Five Star Professional and to learn more about the CTWM team members honored with the award, visit https://www.fivestarprofessional.com/Spotlights/54949.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, and building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients and engaging in a collaborative, team approach to create empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC., visit www.CTWealthMgmt.com.
About Five Star Professional
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers have indicated provides exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers and promote Five Star-designated professionals in more than 45 markets across the United States. Five Star Professional was founded in 2003 and is based in Egan, Minnesota. Visit https://fivestarprofessional.com to learn more.