Connective Wealth Partners, LLC

Overview

Connective Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It markets itself as a capital allocator, charging a mix of percentage-of-AUM, hourly, and fixed fees. The adviser is not positioned as an ESG-focused manager, and its filings indicate it is not a pension consultant or a multi-state adviser beyond its current footprints.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices