At Connect Wealth, our goal is to help clients simplify their financial lives so they can focus on what is important.
We work with you to help create solutions for your wealth so your finances can become a source of empowerment, instead of point of anxiety and stress in your life.
Our core values to help you accomplish this:
1. Authenticity: Authenticity is paramount for us at Connect Wealth, reflecting our dedication to genuine, personalized interactions that foster deep client relationships based on mutual understanding and sincerity.
2. Trust: We believe trust is the cornerstone of every successful partnership, underpinning our unwavering commitment to transparency, ethical practices, and accountability in managing our clients’ financial affairs.
3. Friendship: For us, friendship extends beyond mere professionalism; it embodies our ethos of building lasting, supportive relationships with each other and with our clients, rooted in empathy, loyalty, and a shared commitment to financial well-being.
Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser.
Connect Wealth and MPS are not affiliated entities.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 888 Bestgate Rd, Suite 419, Annapolis,md 21401,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Annapolis.
- HQ
- Annapolis, MD
Connect Wealth Questions
Connect Wealth's website is http://www.connectwealthgroup.com
Connect Wealth's LinkedIn profile is https://www.linkedin.com/company/connect-wealth-group
Connect Wealth has
9 employees.
View email and phone details for 9
employees at Connect Wealth.
Connect Wealth's industry is
Financial Services
Connect Wealth's top competitors are
Lr Car Services,
Equitable Advisors,
Mariner,
Cleverprofits,
Brown Advisory,
The Cock Cart Llc,
Amsg,
Tenable,
Ever Onward,
Charles Schwab.
Connect Wealth's categories are Financial Services
Connect Wealth's founding year is 2022
