Meet the Team

Tony DiSorbo has more than 30 years of professional experience in the areas of financial planning and wealth management. Tony joined Connecticut Wealth Management, LLC (CTWM) in 2020 and works with business owners, executives, and individuals and families with complex financial needs.  His focus is on the financial planning process and on investment management and provides fiduciary advice to all his clients.  He is a member of the CTWM Investment Committee. 

Prior to joining CTWM, Tony was the managing partner at New England Capital Planners, Inc.  He has been a frequent speaker at colleges and universities throughout Connecticut about career development. In addition, he has taught adult education courses about investments, insurance vehicles, and estate planning.  Tony has been a guest host on WTIC AM News Talk Radio discussing investing, financial planning, and tax topics, and has authored an article for Investment Advisor Magazine on practice management and client services.

Education

Tony graduated from the University of Connecticut and has a Bachelor of Science in Finance.  He is a Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®).

Affiliations & Community Involvement

Tony is a past board member of the Connecticut Financial Planning Association (FPA). In addition, he has served on the board of his town’s youth sports program and has implemented career mentoring programs for his town’s high school Future Business Leaders of America program and STEM department. 

Tony has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2020-2023); the elite list appears annually in Connecticut Magazine.

Tony enjoys downhill skiing, road biking, and many other outdoor activities.  He resides in Burlington with his wife, Anne, and has three sons.

_{* The award is based on expertise, value for fee charged, and overall satisfaction.}