From Taxes to So Much More
Connected Wealth Solutions, LLC was founded by owners in the CPA firm Connected Professional Accountants, LLC. Using our experience as trusted CPAs as our foundation, we offer holistic wealth management that integrates taxes, investments, and estate planning.
We believe true wealth management comes from integrating all parts of your financial life. As proactive planners, we’re here to help you connect the dots and find the best path to help you pursue your life and financial goals.
We are an independent, fee-only, Registered Investment Advisor firm. As fiduciaries, our personal and legal obligation is to the people we serve, and we strive to be open, objective, and transparent in everything we do. Because of this, we have no sales goals, no commissions, and a transparent fee structure, so our recommendations are based on research and best fit.
Design | Build | Protect
Design
Clearly define what you want from life, both now and in the future. In this stage, we’ll discuss your current lifestyle, future plans, goals, and concerns. Communication is critical at this stage since it sets the foundation for your financial plan. You’ll also have an opportunity to learn more about us and our values.
Build
Using an evidence-driven approach, we’ll create a plan that aims to give you the best chance at achieving your goals by balancing both risk and opportunity for return. Our philosophy is rooted in research, instead of market forecasts.
Protect
Beyond the initial plan, we’re here to provide perspective, support, education, and guidance throughout your life journey. As your needs change, we’ll be here to help you adapt and thrive, no matter where your path takes you.