Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over 45 markets in the U.S. and Canada, recognizing service professionals who provide quality client services.
- Kevin C. Leahy, CPA, CFP®, 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 COO, of Wethersfield, Conn.
- Jarrett F. Solomon, CFP®, Partner, of West Hartford, Conn.
- Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, of West Hartford, Conn.
- Antonio DiSorbo, CLU®, ChFC®, Partner, of Burlington, Conn.
- Megan Trask, CFP®, Partner, of Suffield, Conn.
- Emily R. Wood, CFP®, Partner and CCO, of New Hartford, Conn.
- Jennifer D. Barry, CFP®, Managing Advisor, of Bloomfield, Conn.
- John Shanley, CFP®, Managing Advisor, of Suffield, Conn.
- Daniel Ballou, CFP®, Senior Financial Advisor, of Worcester, Mass.
- Michael Fernandes, CFP®, Senior Financial Advisor of Simsbury, Conn.
- Martha Hardison, CFP®, Senior Financial Advisor of Manchester, Conn.
- Labib Fasihuddin, CFP®, Financial Advisor of South Windsor, Conn.
Many CTWM team members have been recognized with this prestigious award numerous times. Most notable are Kevin C. Leahy, President and CEO, Denis M. Horrigan, Partner and Co-Founder of CTWM, and Jarrett F. Solomon, Partner of CTWM, who have been honored as a Five Star Wealth Manager for the past 11 consecutive years.
A total of 2,950 Connecticut-area wealth managers were considered for the award—only 290 were selected as recipients. A Five Star candidate’s evaluation is based on advisor credentials, regulatory, disciplinary, and compliance history, client acceptance and retention, education and professional designations, and consumer feedback.
“Once again, we’re both humbled and honored to have so many of our Connecticut Wealth Management advisors receive this esteemed award,” said Kevin C. Leahy. “This recognition exemplifies how our firm is steadfast in our commitment to both our clients and team, which allows us to provide a great experience for our clients.”
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 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.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, 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 www.CTWealthMgmt.com.