Connected Wealth Solutions, LLC

Connected Wealth Solutions provides investment management and related financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans, overseeing about $226 million across roughly 312 client relationships. Services include discretionary portfolio management (primarily using no-load mutual funds and ETFs), development of written Investment Policy Statements, retirement-plan advisory and broader financial consultations such as tax, estate and business-sale planning.

The firm’s investment approach is grounded in Modern Portfolio Theory and long-term, buy-and-hold strategies that emphasize broad diversification and passively managed, asset-class funds; CWS uses Monte Carlo analysis and constructs IPS-driven model portfolios. CWS also employs third‑party sub-advisory services and technology through a provider (FPAS) for model portfolios, trade processing and reporting, and may engage third‑party managers for fixed‑income accounts or utilize less-liquid vehicles such as interval funds when deemed appropriate for a client’s objectives.

A notable feature is the firm’s affiliation with an accounting practice (Connected Professional Accountants), with certain firm members devoting up to half of their time to that accounting business; the firms periodically recommend each other’s services and disclose the resulting conflicts of interest, and they state there are no referral-fee arrangements and clients are not required to use either firm. CWS’s reliance on a sub‑adviser and an institutional custody/trading platform also yields negotiated services and pricing that the brochure notes are not available to clients who access those third parties directly.