Our Services

Connect Wealth partners with Mariner Advisor Network, which gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner Advisor Network also provides us with IT, compliance and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals and aspirations.


Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.
Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.

What We Do


Investment Management

We will get to know you, your investment goals, your tolerance for risk and the time frame until retirement. Then we will...


Wealth Planning

We will partner with you to develop a customized financial plan that works for you now and over the long term. Whether it’s planning...


Tax Planning

Including an effective tax strategy as part of your overall wealth and estate plan may help you maximize your savings and reach your financial...


Retirement Planning

Helping employees plan for retirement is vital for businesses and can be a strong retention tool. We have access to...


Risk Management

Having income protection strategies in place can help you protect your family now and in the future. To build a sound...


Trust Services

As you think about providing for your family for generations to come, you may want to consider establishing a trust. We will work...


Business Solutions

Many business owners do not know how much their companies are worth, making it difficult to establish a clear financial plan. We can help...

By connecting your wealth to your aspirations, we can create a personalized plan that encompasses not only your investments but, more importantly, your life goals.

At Connect Wealth, we know your wealth is personal. That’s why we seek to understand what your wealth means to you. By nurturing a deep connection with you, we are able to create a customized road map that is designed to help you realize your goals and dreams for your wealth.

Get in touch


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888 Bestgate Road
Suite 419
Annapolis, MD 21401

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