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Team An office of Connective Wealth Partners, LLC
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Connective Wealth Partners, LLC logo

Connective Wealth Partners, LLC

Team

Firm-wide stats for Connective Wealth Partners, LLC

Total advisors

11

Across 9 offices

Clients per advisor

29 Very 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.

Expertise

Private / alternative investments

Location

Farmingdale NY

Advisors at this office

2

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Advisors at this office

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Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
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Tina H

Series 65

Farmingdale, NY

Financial Gym Advisors

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. 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 employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Private / alternative investments
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