Connect Wealth Launches Today

Author: Vince Olfert, MBA, CIM, CFP®

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!

Mother and father with baby