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Tony DiSorbo

Tony DiSorbo

Partner at Connecticut Wealth Management, LLC

Farmington, CT , United States

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

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCPartnerAug 2020 to Present
New England Capital Planners, Inc.Financial AdvisorJan 2009 to Aug 2020
DAS AssociatesFinancial AdvisorDec 1995 to Jan 2009

Education

University of Connecticut School of Business

1982 1986

University of Connecticut

1982 1986

Skills & Expertise

Financial Planning
Wealth Management
FINRA
Securities
Wealth Management Services
Financial Advisory
Financial Planners
Long-term Care
Finance
Strategic Financial Planning
Investment Management
Financial Goals
Retirement Planning
Wealth
Investments
Insurance
Risk Management
Financial Services
Mutual Funds
Long Term Care

Others at Connecticut Wealth Management, LLC (19)

NameRoleLocation
Chip Olson
Chip Olson
PartnerUnited States
Claudia Jacques-Soto
Claudia Jacques-Soto
PartnerFarmington, CT , United States
J
Jarrett Solomon
PartnerWest Hartford, 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
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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