FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 16 team members have received the 2024 Five Star Wealth Manager Award from Five Star Professional.
“It’s truly inspiring to see our team’s dedication to our clients recognized at this level,” said Kevin C. Leahy, President and CEO. “At CTWM, striving to deliver exceptional client experiences is at the heart of everything we do, and this award underscores the commitment of our advisors to that mission.”
CTWM 2024 Five Star Wealth Manager recipients include:
- Kevin C. Leahy, CFP®, CPA, President and CEO, of Durham, Conn.
- Denis M. Horrigan, CFP®, CEPA, Partner and Co-Founder, of Simsbury, Conn.
- Michael A. Tedone, CPA/PFS, Partner and CFO, of Wethersfield, Conn.
- Jarrett F. Solomon, CFP®, Partner and Managing Advisor, of West Hartford, Conn.
- Kathleen M. Christensen, CPA/PFS, CDFA®, Partner and Managing Advisor, of West Hartford, Conn.
- Tony DiSorbo, CLU®, ChFC®, Partner and Managing Advisor, of Burlington, Conn.
- Megan Trask, CFP®, Partner and Managing Advisor, of Suffield, Conn.
- Emily R. Wood, CFP®, Partner and Chief Client Officer, of New Hartford, Conn.
- Chip Olson, CFP®, Partner and Managing Advisor, of Simsbury, Conn.
- John Shanley, CFP®, Partner and Managing Advisor, of Suffield, Conn.
- Jennifer D. Barry, CFP®, Managing Advisor, of Bloomfield, Conn.
- Daniel Ballou, CFP®, Managing Advisor, of Hopkinton, Mass.
- Michael Fernandes, CFP®, Managing Advisor, of Simsbury, Conn.
- Labib Fasihuddin, CFP®, Senior Financial Advisor, of South Windsor, Conn.
- Josh Sweeney, CFA®, Director of Investments, of Granby, Conn.
- William Horigan, CFP®, Financial Advisor, of Simsbury, Conn.
Numerous CTWM team members have received this prestigious award multiple times, including Kevin Leahy, Denis Horrigan, Michael Tedone, Jarrett Solomon, Kathleen Christensen, Tony DiSorbo, Megan Trask, Emily Wood, John Shanley, Jennifer Barry, Daniel Ballou, Michael Fernandes, and Labib Fasihuddin.
The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award recognizes wealth managers in over 45 markets across the U.S. and Canada for providing quality client service.
For 2024, 3,710 Connecticut-area wealth managers were evaluated, with only 282 (8% of candidates) selected as recipients. The evaluation process includes advisor credentials, regulatory and compliance history, client retention, education, professional designations, and consumer feedback.
About Five Star Professional
Five Star Professional conducts market research to define and promote professional excellence across the industries it serves. The Five Star designation helps consumers identify professionals who demonstrate exceptional client satisfaction and service. Five Star Professional partners with city and regional magazines to publish research results and promote Five Star professionals across the U.S. Founded in 2003 and based in Eagan, Minnesota, Five Star Professional serves more than 45 markets. For more information, visit www.fivestarprofessional.com.
About Connecticut Wealth Management
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 engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit https://ctwealthmgmt.com/.