Connected Wealth Solutions, LLC

BAM Alliance Member, La Grande OR

Connected Wealth Solutions, LLC is a proud member of the BAM ALLIANCE, a community of investors and advisors who’ve discovered a better way to safeguard financial futures and realize dreams.  Working together, we develop comprehensive wealth management plans customized to fit the unique circumstances of every client.

Our first and most important commitment is the promise we make to our clients – that every decision will be made solely on how it serves their best interests.  Encouraged by our ability to deliver true wealth management, more than 17,000 investors have become clients of independent BAM ALLIANCE firms like ours.

Contact Connected Wealth Solutions Today!

Call +1 (541) 963-7800
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Specialties

  • Wealth Management
  • Retirement Planning
  • Education Planning
  • Portfolio Management
  • Risk Management
  • Business Planning Strategies
  • Philanthropic Strategies
  • Family/Marital Changes
  • Legacy and Estate Planning
  • Managing Special Needs Trusts
  • Retirement Plan Solutions
  • Institutional Advisory Services

Contact

M-F 8 to 5
p. +1 (541) 963-7800
f. +1 (541) 963-9434