Claudia Jacques-Soto

Claudia Jacques-Soto is a Partner at Connecticut Wealth Management, LLC, based in Farmington, CT, where she specializes in comprehensive financial planning and asset management for high-net-worth individuals and business executives. As a Certified Financial Planner® (CFP®), she is known for her client-centered approach, serving as a key resource for wealth preservation, retirement planning, and risk management.

Previously, Claudia co-founded Capital Strategies in 1987, where she built a reputation for guiding clients through complex financial situations and focusing on executive benefits and holistic financial strategies—a focus that continues at Connecticut Wealth Management after the successful merger of her firm in 2019. Her expertise bridges the areas of personal financial planning, corporate retirement solutions, and long-term portfolio strategies, with an emphasis on delivering unbiased, fiduciary advice.

Claudia holds both a Master’s Degree in Counseling and a Bachelor’s in Spanish and Sociology from the University of Hartford. Her distinguished career is marked by her dedication to ethical standards, collaborative client relationships, and industry recognition such as the Five Star Wealth Manager Award.