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Get Matched to the Right Strategy

To help us get to know you better and connect you with the right resources, please take a moment to answer a few brief questions.

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What best describes your current situation?

Early-career professional (building wealth or business)

Mid-career (growing family or business)

Late-career (preparing for retirement)

Already retired (managing distribution & legacy)

What are you looking for help with?

Investment strategy

Retirement planning

Tax-efficient wealth building

Estate planning

Business exit or liquidity event

Something else

Is your current annual household income over $100k?

Yes

Not Yet

Are your total investable assets over $250k (excluding primary home)?

Yes

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Phone

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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.

LPL Financial Form CRS
Independent Advisor Alliance’s Form CRS