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.
Why We're Different
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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.
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.
Schedule an appointment:
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