Connect Wealth is a Maryland-based wealth management firm dedicated to serving as a trusted financial partner for individuals and families. Founded by local natives, the firm provides comprehensive wealth management services including, but not limited to, investment management, tax planning, wealth planning, risk management, retirement planning, and trust services.
Connect Wealth takes a CFO approach to serving its clients, offering year-round support and strategic planning designed to help families navigate their financial futures with confidence.
Connect Wealth is pleased to announce a series of private educational briefings led by Paul Burns, CFP®, designed specifically for retirees and those approaching retirement. Over his 14 years in financial education throughout Maryland, Burns has assisted over 800 individuals and families with retirement planning and tax-aware decision making.
The educational workshops will address key retirement concerns including tax-efficient strategies for retirement accounts and required minimum distributions, income tax planning opportunities subject to IRS eligibility rules, tax-aware investment and asset allocation approaches, methods for potentially reducing long-term tax impact on IRA and 401(k) assets, Social Security benefit maximization, and investment portfolio resilience strategies.
These sessions are designed to demystify complex financial concepts, helping attendees understand not just what these strategies mean, but how to make informed decisions that maximize both their wealth and their knowledge.
The briefings are designed for retired and soon-to-be-retired executives, business owners, and professionals concerned about tax implications and cash flow management during retirement years. Sessions draw on research, professional experience, and case studies to help participants gain clearer understanding of planning options available to them.
Burns holds the CFP® designation, which requires years of formal education, extensive experience, and successful completion of a comprehensive examination covering investments, retirement planning, taxes, insurance, and estate planning.
These educational briefings are offered for informational purposes only and are not intended to recommend specific investment, tax, or legal strategies. Participants are encouraged to consult with qualified professionals before making financial decisions.
Connect Wealth was built on a bond that goes beyond business. Founded by DMV natives, the firm was created to be more than just a wealth management practice—it’s a trusted partner rooted in genuine relationships and a deep commitment to helping clients win.
At Connect Wealth, winning looks different for everyone. The firm takes a CFO approach to wealth management, simplifying the complex so clients can focus on what matters most. Through authenticity, trust, and a belief in shared success, Connect Wealth serves individuals and families nationwide as both partner and advisor committed to their financial confidence and clarity.
For more information about the educational briefings or Connect Wealth’s services, please contact [email protected].
