Singer Olfert Financial Group

At Connect Wealth, we believe that trust is the key ingredient to successful financial planning. Our team is committed to building meaningful relationships with our clients because we understand that everyone's needs are unique. We'll work with you to create a financial plan that aligns with your values, goals, and aspirations.

Our Services

At Connect Wealth, we offer a wide range of services designed to help you achieve your financial goals. Our team of advisors has expertise in both personal and business financial planning. Whether you're looking to plan for retirement, grow your business, or simply manage your personal finances, we're here to help.

Personal Planning

Our personal planning services are tailored to help you achieve your financial goals. From saving for retirement to planning for your children's education, our experts will work with you to create a personalized plan to meet your unique needs. We'll help you make the most of your hard-earned money and ensure that you're on track to achieve your financial objectives.

Business Planning

As a business owner, you face unique financial challenges. Our business planning services are designed to help you overcome these challenges and achieve your goals. From tax planning to succession planning, our experts will help you create a comprehensive plan to ensure the long-term success of your business.

Retirement Planning

When it comes to retirement planning, it's essential to think ahead. Our retirement planning services are designed to help you prepare for the future and ensure that you're comfortable and financially secure in your golden years. We'll work with you to create a personalized plan that takes into account your unique situation and goals.

Investment Counselling

At Connect Wealth, we're committed to providing you with the highest level of service and expertise in investment counselling. Our team of advisors has extensive experience in helping clients achieve their financial goals through strategic investment planning.

Resources

At Connect Wealth, we believe that informed decision-making is key to achieving your financial goals. That's why we've compiled a range of resources to help you make informed decisions about your financial future. From news and commentary to market insights and expert advice, our resources are designed to help you navigate the complex world of personal and business finance.

Meet Our Team

At Connect Wealth, our team of advisors is committed to providing you with the highest level of service and expertise. Learn more about our team members and their areas of expertise.