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Jarrett Solomon

Partner at Connecticut Wealth Management, LLC

West Hartford, CT , United States

About

Jarrett Solomon, CFP®, is a Partner and Managing Advisor at Connecticut Wealth Management, LLC, headquartered in West Hartford, CT. He specializes in comprehensive financial planning and investment analysis for high-net-worth individuals and executives, with an emphasis on managing the complexities of executive compensation, equity awards, and tax planning decisions. His expertise spans equity compensation (stock options, restricted stock, deferred compensation), tax optimization, and strategic wealth preservation for clients navigating significant career or financial transitions.

Solomon brings over 22 years of experience in wealth management, having previously served as Director and Senior Financial Advisor at Connecticut Wealth Management, where he focused on personalized financial strategies for business leaders, entrepreneurs, and multi-generational families. He is recognized for his tailored approach in advising clients through life-changing events such as liquidity events, company exits, and relocation, always emphasizing clarity and holistic decision-making.

He holds a Bachelor of Arts in Economics from Amherst College and studied Economics at University College London (UCL), providing him with a strong foundation in economic analysis and investment strategy. Solomon is a CERTIFIED FINANCIAL PLANNER™ practitioner and is noted for his thought leadership in executive financial planning, having contributed guidance on optimizing equity compensation and tax planning for senior professionals.

Career History

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCPartnerJan 2017 to Present
Providing independent and objective fee based financial planning and investment advisory services. Welcome to What Financial Planning Should Be
Connecticut Wealth Management, LLCDirectorJan 2014 to Dec 2016
Providing independent and objective fee based financial planning and investment advisory services. Welcome to What Financial Planning Should Be
Connecticut Wealth Management, LLCSenior Financial AdvisorAug 2011 to Dec 2013
Providing independent and objective fee based financial planning and investment advisory services. Welcome to What Financial Planning Should Be
Convergent Wealth AdvisorsAssociate Director - Advisor GroupOct 2007 to May 2011
Served as trusted advisor to approximately 20 client relationships, totaling $400 million in assets under advisement ("AUA") and $1.8 million in annualized revenue. Managed a client service team, t...
Convergent Wealth AdvisorsSenior AnalystApr 2007 to Oct 2007
Lydian Wealth ManagementSenior AnalystSep 2005 to Apr 2007

Education

Amherst College

Bachelor of Arts, Economics

1999 2003

UCL

N/A, Economics

2001 2001

Skills & Expertise

Planning
User Experience
Financial Planning
Sales
Wealth Management
Business Analysis
Alternative Investments
Management
Financial Advisory
Portfolio Management
Investment Strategies
Coaching
Investments
Asset Management
Hedge Funds
Finance
Asset Allocation
Investment Advisory
CRM
Wealth
Mutual Funds
Investment Management

Others at Connecticut Wealth Management, LLC (19)

NameRoleLocation
Chip Olson
Chip Olson
PartnerUnited States
Claudia Jacques-Soto
Claudia Jacques-Soto
PartnerFarmington, CT , United States
John Shanley
John Shanley
PartnerFarmington, CT , United States
Kathleen Christensen
Kathleen Christensen
PartnerFarmington, CT , United States
Megan Trask
Megan Trask
PartnerFarmington, CT , United States
Patrick Logue
Patrick Logue
PartnerHartford, CT , United States
Tony DiSorbo
Tony DiSorbo
PartnerFarmington, CT , United States
W
Walker Lohrey
AnalystFarmington, CT , United States
Z
Zachary Bylykbashi
AnalystHartford, CT , United States
Benjamin Roy
Benjamin Roy
AnalystHartford, CT , United States
Showing 1-10 of 19 team members

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