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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Partner | Jan 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, LLC | Director | Jan 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, LLC | Senior Financial Advisor | Aug 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 Advisors | Associate Director - Advisor Group | Oct 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 Advisors | Senior Analyst | Apr 2007 to Oct 2007 | — |
| Lydian Wealth Management | Senior Analyst | Sep 2005 to Apr 2007 | — |
Education
Amherst College
Bachelor of Arts, Economics
1999 — 2003
UCL
N/A, Economics
2001 — 2001
Skills & Expertise
Others at Connecticut Wealth Management, LLC (19)
| Name | Role | Location |
|---|---|---|
| Partner | United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Hartford, CT , United States | |
| Partner | Farmington, CT , United States | |
W Walker Lohrey | Analyst | Farmington, CT , United States |
Z Zachary Bylykbashi | Analyst | Hartford, CT , United States |
| Analyst | Hartford, CT , United States |
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