Claudia J. Jacques-Soto, CFP®

Claudia J. Jacques-Soto has more than 37 years of professional experience in the areas of financial planning, wealth management and business operations.  Claudia specializes in working with individuals with complex financial affairs and creates customized plans covering concepts such as investment strategies, insurance, and estate planning. Prior to joining Connecticut Wealth Management, Claudia was the Vice President and Co-founder of Capital Strategies, an investment advisory company in Bloomfield, CT offering comprehensive financial planning services to individuals, corporations, and institutions.  Claudia’s […]

Tony Disorbo, CLU®, ChFC®

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 […]

Michael Tedone, CPA/PFS

Michael A. Tedone has more than 30 years of professional experience in the areas of wealth management and estate planning. Michael works with high-net-worth individuals, business owners, and senior executives with a specialty in financial, estate, and tax planning. As Chief Financial Officer, he oversees the finances of Connecticut Wealth Management. Michael has been interviewed for both local and national publications, including Financial Advisor Magazine and U.S. News & World Report.   Education Michael graduated Magna Cum Laude from Bryant University with a degree in […]

Kathleen Christensen, CPA/PFS, CDFA®

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs. Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at […]

Kailee Ostroski, CFP®

Kailee Ostroski joined Connecticut Wealth Management (CTWM) in 2016 as a Financial Advisor and her role soon expanded to include oversight of the firm’s day-to-day operations. As Chief Operating Officer, Kailee works with the leadership team on the development and implementation of the organization’s vision and yearly goals, ensuring that these are clearly communicated to the entire organization. She implements systems and processes to improve the firm’s productivity and efficiency. Kailee has been instrumental in the firm’s accelerated growth and […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs.  Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor’s Business Daily.  He is frequently asked to […]

Emily Wood, CFP®

Emily R. Wood brings over a decade of experience in the financial planning industry to Connecticut Wealth Management (CTWM). Emily leads the CTWM team in the development and implementation of innovative strategies that turn client aspirations into financial realities. She works with clients who have the most complex financial planning needs, including executives, real estate investors, and business owners. Having worked with multiple law firms in the surrounding Connecticut area, Emily understands the complex benefits structure and work demands of […]

Bichop Nawrot, CFP®

Bichop J. Nawrot has more than 40 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Bichop specializes in working with individuals with complex financial affairs and creates customized plans covering concepts such as investment strategies, insurance, and estate planning. Prior to joining Connecticut Wealth Management, Bichop was President and Co-founder of Capital Strategies Inc., an investment advisory company in Bloomfield, CT offering comprehensive financial planning services to individuals, corporations, and institutions.  Bichop’s primary […]

Denis M. Horrigan, CFP®, CEPA®

Denis M. Horrigan has more than 25 years of professional experience in the areas of financial planning and wealth management. Denis works with executives, business owners, medical professionals, families, and non-profit organizations.  Denis is a partner and one of the founders of Connecticut Wealth Management (CTWM).  In addition to his role as Advisor, Denis works with the client service team ensuring that all clients receive consistent, meaningful, and quality service.  Denis also serves on the firm’s Investment Committee. Denis is […]

Megan Trask, CFP®

Megan Trask, CFP® joined the Connecticut Wealth Management (CTWM) team in 2016. Megan has been a major contributor to the development of the firm’s unique investment approach that helps clients align their financial goals with their portfolios. She builds meaningful and lasting relationships with her clients, which includes business owners and executives, and currently manages the largest portion of the firm’s client assets. As Director of CTWM’s Investment Committee, Megan is responsible for the development and implementation of the firm’s target […]