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.

inquiries@atlaspwm.com 1-800-432-7447
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Hunt Valley Wealth
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.

1-800-592-7534 info@huntvalleywealth.com
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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.

1-978-975-2259 info@neirg.com
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Mid-Continent Capital
Chicago, IL, U.S.A.

Mid-Continent Capital specializes in comprehensive wealth and portfolio management solutions for private individuals and institutions. Their goal is to preserve and grow the wealth of their clients while maintaining diversification and providing exceptional client service.

1-312-551-8200
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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.

1-203-532-7000 info@northcoastam.com
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Canada

GAVIN Group
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.

1-416-861-1998 info@gavingroup.ca
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Australia

Aspiri Financial Services
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.

+61-7-3363-5000 info@aspiri.com.au
ABN: 37 626 75 9340 ACN: 626 75 9340 Authorised Representative No. 1299941
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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.

+61-2-9221-1555 info@bradyassoc.com.au
ABN: 16 058 370 068 ACN: 058 370 068 AFSL: 246740
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Connectus Accountants
Brighton VIC, Australia

Connectus Accountants draw upon their deep experience, global perspective, diversity of ideas and insightful knowledge of taxation and accounting matters to address the needs of their clients.

+61-2-9221-1555 info@connectusaccountants.com.au
ABN 77 644 396 001 Tax Agent 26071945
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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.

+61-2-9796-8377 info@ferizisgroup.com.au
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
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Financial Professionals
Gold Coast QLD, Australia

Financial Professionals is a boutique wealth management business that provides integrated Advice and Wealth services to successful individuals and families both in Australia and overseas.

+61-07-5555-5400 advice@finprof.com.au
ABN: 88 081 672 077 ACN: 081 672 077 AFSL: 234525
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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.

+61-3-9528-8688 info@linkfs.com.au
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 info@missowealth.com
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.

+61-7-3226-2966 info@westwoodgroup.com.au
ABN: 28 009 764 452 ACN: 009 764 452 Authorised Representative No. 305184
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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 info@wattersonfp.co.uk
Appointed representative. Entered on the Financial Services Register under number 940624.
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Trident Financial Planning
Wokingham, Berkshire RG40 1AB, UK

Trident is an independent, boutique, financial planning and wealth management firm advising individuals, families, and business owners. Providing a holistic, big-picture view, Trident designs bespoke strategies for near and long-term financial aspirations for clients.

0118 907 3281 enquiries@tridentfp.co.uk
Registered in England & Wales, number 7135026, at Communication House, Victoria Avenue, Camberley, Surrey GU15 3HX
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