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About
Tony DiSorbo is a Partner and Managing Advisor at Connecticut Wealth Management, LLC, based in Farmington, Connecticut, where he brings over 30 years of expertise in financial planning and wealth management. In this role, he works closely with high-net-worth individuals and families, providing comprehensive financial strategies, retirement planning, and asset management solutions. Tony is recognized for his commitment to client service, as reflected by his recurring recognition as a Five Star Wealth Manager, an award granted to less than 10% of advisors statewide.
His specific sector focus includes personalized wealth management for individuals, intergenerational planning, estate planning, and risk management, leveraging advanced knowledge in insurance and long-term financial security. Previously, Tony served as a Financial Advisor at New England Capital Planners, Inc. and DAS Associates, where he honed his expertise in comprehensive financial guidance for a range of client profiles.
Tony holds CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations, underscoring his technical knowledge in insurance, estate, and investment planning. He earned his degree from the University of Connecticut School of Business, adding a solid academic foundation to his professional credentials. Throughout his career, Tony has distinguished himself through industry leadership and his ability to build enduring, trust-based client relationships.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Partner | Aug 2020 to Present | — |
| New England Capital Planners, Inc. | Financial Advisor | Jan 2009 to Aug 2020 | — |
| DAS Associates | Financial Advisor | Dec 1995 to Jan 2009 | — |
Education
University of Connecticut School of Business
1982 — 1986
University of Connecticut
1982 — 1986
Skills & Expertise
Others at Connecticut Wealth Management, LLC (19)
| Name | Role | Location |
|---|---|---|
| Partner | United States | |
| Partner | Farmington, CT , United States | |
J Jarrett Solomon | Partner | West Hartford, CT , United States |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Hartford, 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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