Connective Wealth Partners, LLC

Connective Wealth Partners provides discretionary wealth management, portfolio management, and financial planning to individual and high‑net‑worth clients, as well as trusts and estates. The firm offers both integrated wealth management relationships and standalone investment management or planning engagements.

The firm’s investment process is grounded in fundamental analysis with a generally long‑term orientation, using ETFs, individual equities, bonds and alternative investments and, when appropriate, third‑party independent managers. CWP also aggregates held‑away retirement and participant accounts through a third‑party platform and may rebalance or trade shorter‑term positions to meet client cash needs or portfolio objectives.

Noteworthy aspects include that CWP launched in 2025 yet operates a multi‑advisor team and multiple offices while managing roughly $77.6 million for about 316 clients, reflecting an atypical footprint relative to its asset size. The firm has operational ties to retail‑facing financial training businesses and includes staff with tax and fintech backgrounds, maintains institutional relationships with custodians (including platform and software support), and makes a range of planning options available (hourly, fixed engagement, and ongoing monthly plans).