Financial advice, powered by
human connections. ™
Boutique wealth management services, dedicated to your interests.
Our mission is to deliver personalized advice through a collaborative alliance of experienced, trusted professionals. Through this alliance, we help people build wealth, enjoy what they’ve worked hard for, and leave a legacy they can be proud of. Our goal is to support your entire financial life.
Connect to
Trusted Advice
Connect to
Trusted Advice
We operate with integrity, ethics and honesty. Our professionals see themselves not only as your financial advisers, but as trusted advisers focused on helping you attain the sustainable lifestyle you seek, providing direction and confidence when life throws challenges in the way.
Connect to Experienced
Professionals
Connect to Experienced
Professionals
Our team’s education and depth of experience brings you specialized advice to address all aspects of your financial life. Whether you require financial planning, wealth management, or tax planning services, we can help.
Connect to
Personalized Service
Connect to
Personalized Service
There is no such thing as ‘off-the-shelf’ financial advice when you work with us. We take pride in the customized advice that our professionals tailor to you. You are at the core of everything we do.
Supported by a market leader.
Together, the advisers who make up Connectus form a network that spans multiple geographies. But Connectus itself is part of something even larger: the international network of Focus Financial Partners, a leading global partnership of client-centric wealth management and financial services firms. Focus provides Connectus advisers with access to outstanding technology, operational resources, and best practices for client service, drawing upon the experience of its entire partnership of firms. Through the value-add resources and capital of this strategic partner, the advisers that make up Connectus can provide even better services and seek better outcomes for their clients.