Find Your Adviser.

Each adviser has a different name, and each is powered by Connectus.

Every Connectus adviser has its own name and roots in its own community. And each is connected through its commitment to providing highly personalized advice that is tailored to your needs. We are also connected through the shared resources, expertise and best practices of the whole. In this way every client enjoys the benefits of a personalized, boutique standard of service enhanced by the resources and operating efficiencies of a larger organization. We’re at our best when we’re connected.

United States

Atlas Private Wealth Management
Albany, NY, U.S.A.

Strives for successful, long-term professional relationships built upon mutual trust, effective communication, and a shared commitment to the financial planning process.

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Horan Capital Management
Hunt Valley, MD, U.S.A.

Seeks to build wealth for clients using a patient, time-tested, long-term value investment approach. Personalized, independent advice to help clients achieve their goals and build their financial legacy.

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NEIRG Wealth Management
North Andover, MA, U.S.A.

NEIRG’s mission is to help clients maximize their financial independence and build their legacy by providing objective guidance and direction, bringing value through communication, education and exceptional service.

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NorthCoast Asset Management
Greenwich, CT, U.S.A.

Providing long-term investment solutions for individuals, financial advisors and institutions. Helping clients reach their investment goals by maintaining, refining and enhancing a competitive edge through continuous and comprehensive research.

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Toronto, Ontario, CA

GAVIN Group operates a multi-family office and are registered portfolio managers, with a specialty in wealth management for professional hockey players, athletes and affluent households. GAVIN Group is dedicated to clients, their goals and long-term financial success.

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Aspiri Financial Services, Pty Ltd
Newstead QLD, Australia

Aspiri serves high net worth individuals in Queensland and throughout Australia by providing personalized advice, discretionary investment management, superannuation services, estate planning and insurance advice.

ABN: 25 090 764 444 ACN: 090 764 444 AFSL: 384486
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Brady & Associates Financial Advisers
Sydney NSW, Australia

Personal financial planning and investment management guidance for individuals, families, trusts, estates, and business proprietors.

ABN: 16 058 370 068 ACN: 058 370 068 AFSL: 246740
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The Ferizis Group
Bankstown NSW, Australia

Trusted adviser to small businesses and their owners, delivering a broad range of wealth management services including financial planning, investment management and lending solutions, as well as accounting and tax compliance services, business structuring and advice.

George Ferizis & Company Pty Ltd ABN: 73 625 461 412 - ACN: 625 461 412 Alpha Advice Australia Pty Ltd ABN: 74 163 613 607 - ACN: 163 613 607 Alpha Asset Management Pty Ltd ABN: 30 163 817 114 - ACN: 163 817 114 - AFSL: 480258 Loan Advantage Pty Ltd ABN: 79 140 257 263 - ACN: 140 257 263 - ACL: 388437
Link Financial Services
Caulfield North VIC, Australia

Link Financial Services is a holistic financial planning practice which offers tailored services to individual investors, HNW families, family offices, businesses, accountants and self-funded retirees.

ABN: 11 106 171 742 ACN: 106 171 742 AFSL: 239929
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MISSO Wealth Management
Brisbane, QLD, Australia

Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client’s specific needs and objectives. Key services include financial advice and planning, investment management, family office services, superannuation, estate and family succession planning, insurance advice and liability management.

61 7 3003 4800
ABN: 83 628 643 649 ACN: 628 643 649 AFSL: 511581
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Westwood Group
Fortitude Valley QLD, Australia

Smart solutions across a range of areas including structuring tax, law, project management, investment solutions, management and debt.

ABN: 28 009 764 452 ACN: 009 764 452 AFSL: 355042
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United Kingdom

Watterson Financial Planning
Knutsford, Chesire WA16 6DX, UK

A fee based, financial planning firm with clients throughout the UK, the Watterson Financial Planning engagement and review service follows a linear approach with all clients.

01565 745700
Appointed representative. Entered on the Financial Services Register under number 940624.
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