Barrington, RI Office

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Connective Wealth Partners, LLC logo

Connective Wealth Partners, LLC

Team

Firm-wide stats for Connective Wealth Partners, LLC

Total advisors

10

Across 9 offices

Clients per advisor

32 Low

Avg AUM per client

$245,467 Very Low

HNW client ratio

2% Very Low

About

Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm offers ongoing wealth management, standalone and hourly financial planning, retirement account advice, and implementation through custodial platforms and unaffiliated independent managers.

CWP’s investment process is grounded in fundamental analysis with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or client needs; portfolios are constructed from ETFs, individual equities, bonds, mutual funds and alternative investments after internal due diligence. The firm works with clients to define objectives and risk tolerance, implements discretionary management with client‑approved restrictions, and oversees third‑party managers and held‑away plan participant connections where appropriate.

Compared with many team advisers, CWP is notable for its multi‑office footprint—operating nine offices despite having formed and registered in 2025—and a ten‑advisor team that combines experienced senior hires and younger representatives. The firm also maintains several industry affiliations and dual registrations (including an affiliated insurance agency and some supervised persons registered with a broker‑dealer or other advisory firms) and holds institutional relationships with custodians that provide technology and support, which the brochure discloses as potential conflicts to be managed.

Based on Connective Wealth Partners, LLC

Expertise

Private / alternative investments

Based on Connective Wealth Partners, LLC

Location

Barrington RI

Advisors at this office

1

Advisors at this office

Joy L

Series 65

Barrington, RI

Connective Wealth Partners, LLC

Joy joined The Financial Gym in 2017 as a Certified Financial Trainer. She worked with people at every stage of their financial lives. Some were just getting started, some were paying off debt, and others were growing their wealth or planning for big life changes. In each case she helped them make confident, informed choices that fit their own goals. After passing the Series 65 exam in 2024, Joy became an Investment Adviser Representative. She serves clients through Connective Wealth Partners, LLC (“CWP”), an SEC-registered investment adviser that operates The Financial Gym Advisors and Private Wealth Collective as d/b/a names. Joy holds a B.S. in Advertising and Marketing Communications from Johnson & Wales University. Before she started in personal finance, she spent five years at creative advertising agencies, including BBDO New York and Burns Group. She worked on campaigns for household brands such as Mars Chocolate (M&M’s and Dove), Yellow Tail wine, Post Foods and Ricola. Studying what drives people to buy shapes how she thinks about behavioral finance today. She helps clients understand the “why” behind their spending and saving habits, so they can make money decisions with more clarity and confidence. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis investment approach with a long-term orientation and manages diversified portfolios including ETFs, equities, bonds, mutual funds, and alternative investments.

Cash flow / budgeting Debt management Retirement income strategy Early retirement planning Life coaching / goal alignment Financial coaching / therapy Behavioral coaching / decision support
View complete list of advisors at this office
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