We Understand the Success Dilemma
You've done well financially and have some solid pieces in place, but without a clear strategy, income alone isn't enough to build the future you want.
We help high-achieving professionals:
- Enhance returns without unnecessary risk
- Reduce tax burdens with strategic planning
- Plan for major life transitions
(retirement, career shifts, family goals) - Gain control over their financial picture
Chosen by executives, directors, and high performers from:
Bank of America • Duke Energy • Wells Fargo
Ingersoll Rand • Electrolux • Lockton
Raytheon Technologies • Troutman Pepper, LLP
The Connected-Wealth Advantage
As your personal CFO, we simplify the complexity of your financial life through our proven process, powered by 3 key components.
Clarify
Clearly identify your key life and financial goals and how to navigate any potential obstacles or blind spots in achieving them.
Combine
Pull together all the scattered details of your financial life into one, easily accessible location (including account data, statements, and balances).
Collaborate
We work together with your CPA, Estate Attorney, and other professionals for a streamlined approach to planning.
Connected-Wealth Services
Your unique situation demands a broader approach to wealth management.
What Our Clients Say
“Connected Wealth Management has helped us map out a plan for all our key financial goals. They’ve given us meaningful and proactive advice so we know what to do next.”
- Josh M.
This statement is a testimonial by a client of the financial professional as of 06/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“Connected Wealth consistently demonstrates that they have our best interest in mind. They understand and respect our combined and individual needs and focus on solutions and ideas that support these.”
- Chip H.
This statement is a testimonial by a client of the financial professional as of 06/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“Connected Wealth makes financial management easier by hosting regular check-ins to ensure that we are on target to meet our goals and adjust our strategy to account for unplanned expenses.”
- Dean and Alex M.
This statement is a testimonial by a client of the financial professional as of 07/25/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
The Connected-Wealth Experience
Curious about our team, our process, and what sets us apart?
