A Collaborative Fiduciary Advice Alliance
Bringing together a group of likeminded, elite fiduciary advice firms with complementary capabilities
Connectus Wealth Advisers is the model of choice for delivering unconflicted, client-centric and relationship-driven financial advice.
The Connectus model enables the entrepreneur to preserve their organization’s identity, culture, and brand, as well as maintain front office autonomy, all while benefiting from centralized capabilities and expanded services that empower them with the benefits of scale.
Bringing together a group of likeminded, elite fiduciary advice firms with complementary capabilities
MyConnectus, an innovative technology platform, enhances adviser and client experience, generating efficiency and better outcomes
Centralized administration and access to additional client solutions creates operating leverage and enables advisers to focus more on client service and growth
Being part of the Focus Financial family locks in the firms’ legacy and brings the value-added resources of a global team of 80+ professionals
Our proprietary program to drive growth, increase adviser efficiency and enhance client outcomes.
MyConnectus represents an innovative advancement in the ability for independent wealth managers and their clients to access comprehensive financial information and collaborate in real time.
MyConnectus leverages the power of smart technology, through which a broad array of information and resources have been integrated to deliver a unified client and adviser experience.