Meet the Team

Tony DiSorbo has more than 40 years of professional experience in financial planning and wealth management. He joined Connecticut Wealth Management (CTWM) in 2020 and works with business owners, individuals and families. As a manager, Tony and his team focus on CTWM’s holistic approach, guiding clients through financial planning and investment management to help them confidently pursue their goals. He is also 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 on career development. In addition, he has taught adult education courses in financial planning.  Tony has served as 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). He currently serves on the boards of the LSM Scholarship Committee, the Charter Oak State College Foundation, and Hands on Hartford. In addition, he 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 (2020-2025); the elite list appearing annually in Connecticut Magazine. 

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

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