Konnect Health And Wealth

Overview

Konnect Health And Wealth is an independent registered investment adviser organized as an LLC that works primarily with individual and family clients, plus some small businesses. The firm combines financial planning with discretionary portfolio management and charges clients via a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Its stated activity profile emphasizes direct portfolio management and planning rather than serving as a capital allocator or a pension consultant. Konnect does not position itself as an active ESG investor and operates under a single-state advisory footprint. Investment activity is concentrated in public equities and exchange-traded strategies, with a clear tilt toward liquid, tradable instruments. The firm uses traditional planning and portfolio construction tools and supplements equity exposure with mutual funds and annuity solutions where appropriate. It also deploys alternative real estate exposure as part of its broader investment mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices