A complete list of active advisors currently associated with Connected Wealth Solutions, LLC
Warmer can help you find a great advisor at Connected Wealth Solutions, LLC or one who fits your needs even better.
Connected Wealth Solutions provides investment management and related financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans, overseeing about $226 million across roughly 312 client relationships. Services include discretionary portfolio management (primarily using no-load mutual funds and ETFs), development of written Investment Policy Statements, retirement-plan advisory and broader financial consultations such as tax, estate and business-sale planning. The firm’s investment approach is grounded in Modern Portfolio Theory and long-term, buy-and-hold strategies that emphasize broad diversification and passively managed, asset-class funds; CWS uses Monte Carlo analysis and constructs IPS-driven model portfolios. CWS also employs third‑party sub-advisory services and technology through a provider (FPAS) for model portfolios, trade processing and reporting, and may engage third‑party managers for fixed‑income accounts or utilize less-liquid vehicles such as interval funds when deemed appropriate for a client’s objectives. A notable feature is the firm’s affiliation with an accounting practice (Connected Professional Accountants), with certain firm members devoting up to half of their time to that accounting business; the firms periodically recommend each other’s services and disclose the resulting conflicts of interest, and they state there are no referral-fee arrangements and clients are not required to use either firm. CWS’s reliance on a sub‑adviser and an institutional custody/trading platform also yields negotiated services and pricing that the brochure notes are not available to clients who access those third parties directly.
To learn more about the advisors currently working at Connected Wealth Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
La Grande, OR
| 10
| |
La Grande, OR
| 10
|
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