The people who work at Ivory Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Charles Crilly is the founder and president of, as well as a financial advisor at, Ivory Wealth Management. Charles has spent the last 15 years helping clients reach their financial objectives locally, nationally, and internationally. A graduate of the University of Massachusetts with a degree in economics, Charles began his financial career with Fidelity Investments in Boston. In 1998, Charles moved back to Connecticut and shortly thereafter began his career with the once storied firm of AG Edwards. In 2007, after AG Edwards had been acquired by Wachovia Bank, Charles left the firm to open a new Morgan Stanley branch in his hometown of Essex, Connecticut.
Today, after successfully guiding clients, colleagues, and his office through a devastating period of financial unrest, Charles, knowing that there is a better way, has ventured out on his own to create a truly client- and community-centric firm, Ivory Wealth Management. Charles is joined by his business associate and client service associate of more than 10 years, Kathy Hofmann. Together they are bringing to town a truly unique firm and are out to prove that there is a better way . . .
Jeremy Soboleski is a Financial Advisor at Ivory Wealth Management where he provides advisory, brokerage, and investment management services to Ivory’s wealth advisory clients. Jeremy joined Ivory after spending more than 6 years in the business at Merrill Lynch and most recently an independent firm in New Haven. In addition to Jeremy’s financial background, he also offers a unique business owners’ perspective as a result of owning and operating a series of successful small businesses before his foray into retail financial services.
Jeremy provides seasoned advice suited to high net worth individuals and business clients with a specialization in working with and servicing Defined Contribution and Defined Benefit plans.
Jeremy is Series 7 & Series 66 registered (held through Commonwealth Financial Network) and holds Life/Health, Annuity and Long Term Care Insurance licenses. A native of Connecticut, Jeremy attended the Kingswood Oxford School in West Hartford, Connecticut for primary education, and then Union College in Schenectady, New York where he earned his BA in Philosophy. Jeremy currently lives in Ivoryton, Connecticut with his wife Amye, their three sons.
Kathy Hofmann is Ivory Wealth Management’s office manager and director of client relations. She has her Series 7 and 66 securities registrations (held through Commonwealth Financial Network) and was recently promoted to portfolio associate. She started her financial career at AG Edwards in Southport, Connecticut, in 2000. Kathy transferred to the essex branch of AG Edwards Essex in 2004, where she commenced working with Charles Crilly. In 2007, Charles and Kathy moved their business to Morgan Stanley.
Kathy received her BA in English from Fairfield University and obtained her corporate paralegal degree from Adelphi University. Following her graduation, she worked as a manager in her family’s printing business in New York City. After a brief stint in the legal world, she began her early childhood teaching career and rose to codirector of a very large daycare program. She earned her early childhood accreditation before beginning her profession in finance.
Kathy is a single parent of three grown boys. She enjoys many outdoor activities, including gardening, boating, and her hot tub! Kathy resides in Old Lyme, Connecticut.
Tiffany joined Ivory Wealth Management as a Vice President and Financial Advisor after spending more than six years in the business at Morgan Stanley. Tiffany specializes in financial planning based asset management, with a focus on estate planning and wealth transfer. Tiffany has a history of successful relationships dealing with high net worth individuals as well as individuals and families who are early in their wealth accumulation phase.
Tiffany is Series 7 & Series 66 registered through Commonwealth Financial Network® and holds Life/Health and Annuity Insurance licenses. Having been born to a Dutch father and American mother, Tiffany was raised bilingual. She earned her BA in Hospitality Management, majoring in Finance, at the International Hotel school, The Hague. Tiffany lives in Chester, CT, with her husband Raymon and their four children.