West Hartford resident Jarrett F. Solomon, CFP®, CIMA®, has been promoted to Director at Connecticut Wealth Management, LLC, (www.ctwealthmgmt.com) a Registered Investment Advisor offering financial planning and investment management. “Jarrett's expertise and commitment to our clients and team is extraordinary,” said CEO and founder Kevin Leahy. “His ability to anticipate clients’ needs and render exemplary service is a significant contribution to our firm.”
As Director, Mr. Solomon is responsible for crafting individualized wealth plans for clients while offering proactive solutions and strategies to ensure that the plan’s efficiency is maximized. In addition, Mr. Solomon oversees the firm’s Investment Committee, which collaboratively and objectively sets the firm’s asset allocation targets and selects the managers for the firm’s platform.
“I am honored to be a part of the Connecticut Wealth Management team and treat it as a privilege to support our clients,” said Solomon. “I look forward to continued growth within the firm and providing the highest level of client service.”
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Mr. Solomon has been published by various media publications including The Wall Street Journal and has been a guest blogger on Forbes.com. Mr. Solomon graduated magna cum laude from Amherst College with a degree in economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee and holds the Certified Investment Management Analyst (CIMA®) designation, which is granted by the Investment Management Consultants Association in conjunction with the University of Pennsylvania’s Wharton School of Business.
Mr. Solomon has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2012 & 2013); the elite list appears annually in Connecticut magazine. Connecticut Magazine also selected him as a member of their 2013 “40 Under 40” class.
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About Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC is a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.ctwealthmgmt.com.
*The award is based on expertise, value for fee charged and overall satisfaction
