At CoNext Wealth Partners, our objective is to connect you to your financial future, whether you’re a high-earning young professional, preparing for retirement, or simply looking to elevate your financial journey.

Founded by a 25 year Air Force Veteran with certifications in Retirement Income Certified Professional (RICP®) and Certified Financial Planner (CFP®), we bring concentrated experience and a disciplined approach to help you reach your next level. 

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What We Do

Our Services

CoNext Wealth Partners leverages sophisticated technology to deliver comprehensive financial planning solutions, including retirement income planning, advanced tax strategies, insurance risk management, and estate planning. This technology-driven approach gives us advanced modeling tools and the ability to develop holistic financial plans tailored to your individual goals. 

 

  

 

Financial Planning

 

Retirement Planning

 

Investment Management

 

Risk/Insurance Analysis & Planning

 

College Planning

 

Certified Student Loan Repayment Services

 

Tax-Sensitive Investing & Planning

 

Estate Planning

 

Learn about our Services

CoNext Wealth Partners is committed to helping you build a confident future, connecting you to opportunities that align with your ambitions and aspirations.