Live Life by Design

Fiercely independent financial planning and wealth management.

Clarity and Confidence

Wealth Connections believes solid financial advice is about more than investing your money.


It’s about helping you to live your life by design, taking control of your future. When you work with Wealth Connections, you’ll gain clarity around your total financial picture and the confidence that comes with having a strategic financial partner by your side.

Guiding You to Smart Decisions

Guiding You to Smart Decisions

As independent financial advisors, we will act as a voice of reason, guiding you to avoid expensive financial mistakes and make smart decisions with all aspects of your wealth. We provide sound, independent advice and help you stick to a well-designed plan so you can stay on track toward your goals.

We’re Creative Problem Solvers

We are your solutions specialists, offering compassionate guidance to help individuals, businesses, and their employees pursue financial security and success.

For Your Lifestyle

For Your Lifestyle

Prepare for retirement, protect your income and your family, and design effective legacy and estate planning strategies.

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For Your Business

For Your Business

Plan for business and personal success with key employee benefits, key person protection, and business transfer strategies.

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For Your Employees

For Your Employees

Provide flexible group benefits and qualified retirement plans to address your employees’ financial wellness needs.

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Guiding You to Smart Decisions

Our Approach Is Distinct

Our seasoned team of financial professionals brings unparalleled knowledge and experience across all aspects of your financial planning and wealth management. We focus on forging long-term partnerships with clients, helping them to achieve their goals by working in collaboration and always in their best interests.

Let’s Make a Connection

Wealth Connections is ready to help you connect the dots so you can live your life by design.


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