Solving the Financial Puzzle, One Piece at a Time
Step 1
Schedule a Call
Step 2
Review Your Taxes & Financial Situation
Step 3
Execute Your Custom Tax & Financial Gameplan
Who We Serve
Small business owners and entrepreneurs are busy people with complex needs, and you have financial opportunities that others might not because of your status as a business owner. We can help you 1) optimize your tax situation, 2) reward and retain top employees with group benefits, 3) expedite your own retirement savings, and 4) plan for your desired succession and exit in a tax-efficient manner.
You work hard for your money—you’re putting money way for retirement, providing for your kids, and you most likely own your own home. In short, you are the sort of person we help with tax preparation as well as customized financial planning. And, as you get closer to retirement, we’ll help you start making other moves, including Medicare planning, income planning, protection of assets, and risk management strategies like long-term care planning not covered by Medicare.
Our high-earning clients, like those from the tech sector, need tax-planning help for a variety of issues, including planning for RSUs (restricted stock units) which come with tax ramifications after the vesting period is up. After you hit a certain income level, tax-advantaged accounts like Roth IRAs are not an option. However, there are other choices, and we will help you develop your overall custom plan to grow your wealth in a strategic, tax-advantaged manner.
Connect Tax and Wealth Management works to help you connect all the dots and bring your entire financial life together in one place. We feel uniquely positioned to offer truly comprehensive services, because unlike most other firms, we also provide the preparation of tax returns for you and your small business if you have one, as well as ongoing tax planning throughout the year. We even help you plan now to help mitigate taxes later, both during retirement, and in the future for your loved ones. So, if you’ve been looking for one financial services firm to focus on your overall financial picture and wealth, don’t hesitate. Let’s have a no-obligation conversation to see if we are a good fit to work together.
Our Services
At Connect Tax and Wealth Management, we seek to provide each client with a comprehensive approach that allows you to simplify your life and make one phone call to manage almost everything related to your finances. Here are just some of the services we may provide as part of your custom financial and tax plan. Be sure to reach out to us for a complimentary conversation to discuss your life and financial goals and how we might help you reach them.
Joel Harworth, Our Founder
Joel Harworth has more than 26 years of experience in the financial services industry and has deep experience helping clients. He became independent in 2016, which means he can provide strategies from dozens of financial institutions and providers based on each client’s goals. Joel holds his Series 7, 24, 53, and 66 securities registrations, and he is licensed to provide life, P&C (property & casualty), and Medicare policies in multiple states. Joel founded Connect Tax and Wealth Management with his wife, Kim, and the firm prides itself on proactive tax planning and being there for clients in any situation. Our mission is to help all our clients achieve their financial goals and live their best lives.
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Our Resources
Browse through the educational resources on our website to learn more to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial, tax, and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
5 Things You Need to Know About Retirement
5 Things You Need to Know About Retirement
5 Things You Need to Know About Retirement
Choosing a Retirement Plan for Your Business
Choosing a Retirement Plan for Your Business
Choosing a Retirement Plan for Your Business
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
Contact Us
I would like to have a no-obligation, complimentary conversation about my finances and my retirement! Let’s take some time to talk, listen, share ideas, and see if we’re a good fit to work closely together to put all the pieces of your financial life together. Call us at (951) 888-8580, schedule an appointment, or send us a message here.
General Information
Prescott Valley Office – Headquarters
Chamber of Commerce
7120 Pav Way #102
Prescott Valley, AZ 86314
Covina Office
1345 Center Court Dr
Covina, CA 91724
Redlands Office
Redlands Executive Suites
1255 West Colton Ave #564
Redlands, CA 92374
Office: (951) 888-8580
Mobile: (951) 419-4476
All Locations By Appointment Only
© 2025 Connect Tax and Wealth Management. All rights reserved. Securities and Advisory Services offered through Centaurus Financial, Inc. Member FINRA and SIPC. A Registered Investment Advisor. Connect Tax and Wealth Management and Centaurus Financial Inc. are not affiliated. Investment products and services available only to residents of: AZ, CA, CO, ID, IL, MT, OH, TX, VA and WA.
CA Insurance License #0D07919
