Our views on money are formed at a young age and that can have a lasting impact on how each person handles their own money. My goal is to find out each of my client’s story and how I can help them take control of their financial lives. Money can cause worry and confusion. I want to make the process simple and take away the stress of managing your finances.
I decided to start Connect Wealth to provide the level of service I thought my clients deserved. As an independent advisor I have the freedom to help serve my clients without conflicted advice and provide all the best tools to help my clients reach their goals.