At our firm, we have the client—and only the client—in mind. That means we do everything we do in order to help you. Our reasons for becoming financial and tax professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Often their tax situation was not optimized, because they were looking backward to the year prior rather than forward to find ways to mitigate annual as well as future taxes in retirement. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
At Connect Tax and Wealth Management, we feel our understanding of personal finance in addition to tax planning can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community in all of the areas we serve. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We take a proactive approach to helping you develop a tax and financial strategy to address your financial goals and objectives, and we look forward to speaking with you!
Our Easy, 3-Step Process Towards Financial Clarity
Step 1
Schedule a Call
Step 2
Review Your Taxes & Financial Situation
Step 3
Execute Your Custom Tax & Financial Gameplan
Why and How We Give Back to the Community
Alzheimer’s Foundation
Joel Harworth and his entire family have been affected by this terrible disease, and they feel strongly about supporting it. The Alzheimer’s Foundation of America provides support, services and education to individuals, families and caregivers affected by Alzheimer’s disease and related dementias nationwide, and funds research for better treatment and a cure.
Donate Life
Joel Harworth explains, “Shortly after I was married, I was diagnosed with Chronic Kidney Disease. It was something that does not have a cure and would eventually lead me to dialysis unless I was able to find a match and receive a kidney transplant. In July of 2015, my wife, Kim, donated one of her kidneys to me. Her selfless act gave me renewed strength and energy. Donate Life changes so many lives every year. Please join us at their local events. Keep an eye on the events tab for details on upcoming events.”
Connect Tax and Wealth Management Founder Joel Harworth and his wife, Kim, have always had a passion for giving to those in need. Joel says, “There have been a few times in our lives where others have generously reached out to help us during hard times. We are firm believers of paying it forward. Our desire is to support organizations that help those people that are going through a rough time or are living in subpar conditions. A portion of every dollar that comes in our business will go to these charities.”
