The Face of Trusted Financial Advice
Do your personal and business finances seem complex and overwhelming? Connect Wealth is dedicated to simplifying financial decisions for those who lack the time, desire, or expertise to manage them independently. Taking a team approach built on trust through decades of combined experience, we offer personalized financial advice to help clients pursue their wealth planning goals. Knowing that life throws you curveballs, our team is dedicated to guide you through all the significant life changes—such as job transitions, business liquidations, home purchases, family restructures, and wealth transfers. Committed to integrity and excellence, Connect Wealth aims to inspire confidence in each client they serve.
Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Connect Wealth and MPS are not affiliated entities.
1906 Towne Centre Blvd, Suite 270 • Annapolis, MD 21401 • www.connectwealthgroup.com • 410-339-0793
