Connect Wealth Launches Today

Welcome to Connect Wealth! 

After nearly a year of preparation, today we officially launch our new name and new look. We are excited to be celebrating this milestone and to begin this new phase of our journey together with you!

At Connect Wealth we:

  1. Value our ability to Connect with you, our clients, to help you navigate your financial future,
  2. Develop financial strategies to Connect your finances with your goals,
  3. Work diligently to Connect our clients with specialists that we recommend for specific business or advanced personal planning needs.

Connecting with our clients is our passion. If you have any questions or would like to contact us, we would love to hear from you!

Vince Olfert headshot with blue background

Vince Olfert - Founder, Financial Advisor

Vince specializes in helping business owners and their employees build and protect their wealth. With extensive experience, he understands the financial and emotional challenges of managing wealth. Vince has been highlighted in Advisor’s Edge magazine for his work with pensions and group retirement services. He continually strives to make complex financial concepts easy to understand for clients. In his spare time, Vince enjoys spending time with his family, coaching community sports, and volunteering with local youth programs.

Connect Wealth is an independent financial planning firm that offers holistic advice to clients based on their current goals and future aspirations. We use well-established workflows and cutting-edge technology to maximize planning efficiencies while simplifying the process for clients. Learn how you can maximize your financial opportunities at www.connectwealth.com.

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