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Firm Commentary

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Did You Know that 529 Savings Plans are not just for college?

Oct 6, 2025

529 plan savings accounts are one of the best ways to save for your child’s education, because the earnings are tax...

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Raising Money-Smart Kids- Part Four

Sep 22, 2025

Our job as parents is to prepare our kids to “launch” — to step into adult life ready for the challenges and...

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Raising Money-Smart Kids- Part Three

Sep 15, 2025

Our job as parents is to prepare our kids to “launch” — to step into adult life ready for the challenges and...

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Raising Money-Smart Kids- Part Two

Sep 8, 2025

Our job as parents is to prepare our kids to “launch” — to step into adult life ready for the challenges and...

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Raising Money-Smart Kids - Part One

Sep 1, 2025

If you’re a parent, like me, you know our job is to prepare our kids to “launch” — to step into adult life ready for the...

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The Big & The Beautiful

Aug 1, 2025

With all the drama of a classic soap opera, the One Big Beautiful Bill Act (OBBBA), a sweeping tax bill, was recently...

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Get a Jump Start on Saving

Jul 22, 2025

Our youngest daughter recently turned 16 and landed her first job. She was thrilled to start earning her own money to...

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Connected Wealth Management

4777 Sharon Road,
Suite 540,
Charlotte, NC 28210

Main: 704-912-5088
Text: 704-686-8445
Fax: 980-972-0787
Email: paul@connected-wealth.com

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA/SIPC. Connected Wealth Management is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may only discuss business with residents of states I which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Independent Advisor Alliance’s Form CRS

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