Why Join Connectus

Why join Connectus?

Financial advice powered by human connections

Connectus Wealth Advisers is the model of choice for delivering unconflicted, client-centric and relationship-driven financial advice.

Driving growth and better outcomes

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.

A Collaborative Fiduciary Advice Alliance

Bringing together a group of likeminded, elite fiduciary advice firms with complementary capabilities

Innovative Technology and Tools

MyConnectus, an innovative technology platform, enhances adviser and client experience, generating efficiency and better outcomes

Shared Services and Expanded Client Solutions

Centralized administration and access to additional client solutions creates operating leverage and enables advisers to focus more on client service and growth

Backed by Value-Added Partner with Permanent Capital

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

A distinct model for partnership

Excelerate your business

Our proprietary program to drive growth, increase adviser efficiency and enhance client outcomes.

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Real-time adviser and client engagement through MyConnectus™

Real-time adviser and client engagement through MyConnectus™

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.

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We understand and align the interests of all stakeholders, and treat everyone with compassion and respect.”

Rebecca Stacey

Westwood Group

Becoming a Connectus partner has enabled us to do what we do best – focus on our clients’ financial well-being.”

Duncan Forbes

Trident Financial Planning

Our clients always come first. We provide disciplined and transparent investment solutions to help clients achieve their life-long goals.”

Patrick Jamin

NorthCoast Asset Management

News and content

Across three continents, Connectus partners are driving innovation for clients and their communities. Discover the latest news from our team, partners, and advisors.