Connecticut Wealth Management, LLC

Denis Horrigan is a CFP® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2011. He holds securities licenses including Series 63, 65, and 66. Outside of his advisory role, he is Chair of Hartford Your Scholars, serves on the Simsbury-Grady Rotary Club’s Investment Committee, and holds trustee and director positions with several nonprofit organizations focused on senior living, conservation, and workforce development. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Jarrett Solomon is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. He has been with Connecticut Wealth Management, LLC since 2014, serving the firm in various capacities. Outside of his advisory role, he is a membership owner of Ten One Ten, LLC. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including private equity for qualified clients.

Brendan Conry is a financial advisor with Connecticut Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Conry volunteers on the investment committees of the New Britain Museum of American Art and the FloGris Museum, assisting with their endowment portfolios. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, and business clients. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Daniel Ballou is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2019, following seven years at Putnam Investments. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Brendan Conry, Jr is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Connecticut Wealth Management since 2025 and previously was with Commonwealth Financial Network and Conry Asset Management. His background also includes roles outside of financial services, such as in technology and retail. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments and using a range of investment vehicles including mutual funds, ETFs, and individual securities.

Jake Woznyk is a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has been with Connecticut Wealth Management since 2023. Prior to his advisory career, he was a student for ten years. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Antonio Disorbo is a financial advisor at Connecticut Wealth Management, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Connecticut Wealth Management in 2020, he worked at New England Capital Planners, Inc. and LPL Financial LLC. Outside of advising, he serves as a notary public, providing complimentary notarization services to clients. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and businesses. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and access to private equity for qualified clients.

Patrick Sullivan is a Series 65-registered advisor with Connecticut Wealth Management, LLC, where he has worked since 2025. He has prior experience at Wealthspire Advisors and a background that includes roles in public education and community organizations. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Kevin Leahy is a CFP® professional with 24 years of experience, currently affiliated with Connecticut Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. He has been with Connecticut Wealth Management since 2010 and with Purshe Kaplan Sterling since 2016. He serves as a trustee for several client accounts and is a member of the Board of Trustees at the University of Bridgeport. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction with ongoing oversight and periodic formal reviews.

Kathleen Christensen is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization, and the Connecticut Women’s Council. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and independent manager recommendations.

Joshua Sweeney is a CFA® charterholder with 12 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at CharterUP, Ameriprise Financial Services, Procarian Wealth Advisors, Pathfinder Wealth Consulting, and Water Island Capital. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, while also offering access to private equity investments for qualified clients.

John Russo is a financial advisor at Connecticut Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he attended Connecticut College and worked in educational roles at Choate Rosemary Hall and South Windsor High School. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity investments and utilizing no-load mutual funds, ETFs, individual securities, and bonds.

Joseph Koontz is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation. He has been with the firm since 2024 and has prior work experience at ESPN from 2010 to 2024. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing various investment vehicles and independent research.

Lucas Lycksell is a CFP® professional with eight years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2025. His prior roles include positions at LPL Financial LLC and UBS Financial Services Inc., as well as involvement with Amalgamated Token Services (Coinlist) and B-Change, LLC. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, incorporating third-party research and offering access to private equity investments for qualified clients.

William Horigan is a CFP® with six years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His professional background includes multiple roles within the same firm since 2017, along with prior experience at Providence College and Hartford Golf Club. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity for qualified clients.