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      Connect Wealth

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      Banks

      706 Giddings Ave Ste 210, Annapolis, MD 21401

      410-862-4450

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      Our views on money are formed at a young age and that can have a lasting impact on how each person handles their own money. My goal is to find out each of my clientâ??s story and how I can help them take control of their financial lives. Money can bring can cause worry and confusion. I want to make the process simple and take away the stress of managing your finances. I decided to start Connect Wealth to provide the level of service I thought my clients deserved. As an independent advisor I have the freedom to help serve my clients without conflicted advice and provide all the best tools to help my clients reach their goals.
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.