Dynasty Connect

Elevate wealth management with personalized concierge service.

[Dynasty Connect @DynastyConnect]

Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.

[Dynasty Connect @DynastyConnect]

In 2024, Dynasty tracked 296 total deals—a 6.5% increase from 2023. In this video, Harris Baltch, Dynasty's Head of Investment Banking, breaks down the trends driving this record-setting year.

[Dynasty Financial Partners @DynastyFP]

We're excited to announce a new partnership with Nasdaq Private Market (NPM). Through the NPM SecondMarket™ Liquidity Platform, shareholders will now have access to @DynastyConnect, a trusted network of RIAs offering tailored wealth management solutions. https://t.co/t71HPz3Vx3

[Dynasty Connect @DynastyConnect]

According to a recent survey by @DynastyFP, while most high-net-worth clients stay loyal to their advisors, the next generation isn’t as predictable.

Read More: https://t.co/jpgTjg0Oar...

[Dynasty Connect @DynastyConnect]

Wrapping up our Dynasty Connect team spotlight series, meet Jack Waltman. We resonate with Jack's passion for having the opportunity to help others secure their financial futures by finding the right independent advisor that acts as a true fiduciary. https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

Are you ready to sell your business? Consider not just the market but your personal readiness. In this @investmentnews article Dynasty Network advisors share their thoughts on what entrepreneurs should consider when selling their business.

Read More: https://t.co/6LXQ41oR1i...

[Dynasty Connect @DynastyConnect]

Continuing our Dynasty Connect team spotlight series, meet CJ Ferro. CJ joined our team earlier this year and is excited to build relationships with individuals and families looking for tailored advice from an independent financial advisor. https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

Mortgage rates have dropped significantly, making homeownership more affordable and opening up refinancing opportunities. This shift can boost consumer confidence and stimulate the housing market. But how do you make the most of it?

Learn more: https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

Continuing our team spotlight series, meet Joe Carvin. Like Joe, each member at Dynasty Connect brings a deep understanding of the financial services landscape and is committed to helping individuals and families find the RIGHT advisor to meet their needs. https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

With tax laws and inflation constantly changing, a one-size-fits-all approach won't cut it. A personalized financial plan with an independent advisor who understands the regulatory landscape can help you navigate these changes and more.

Read more: https://t.co/DvQMdY7h6R

[Dynasty Connect @DynastyConnect]

In today’s market, it's easy to get caught up in the headlines about record highs, but did you know most stocks aren't keeping up? A financial advisor can help ensure your portfolio is balanced and not reliant on just a few big winners. Learn more: https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

Continuing our team spotlight series, meet Porter Fraser. Porter is one of our many valued team members actively working with investors to find their "ah-ha moment" and the right independent financial advisor for their unique financial needs and goals. https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

Oil prices reflect the broader economy, underscoring the value of a financial advisor. Advisors in Dynasty's Network benefit from a dedicated investments team tracking market shifts, allowing them to stay focused on their clients' long-term goals. https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

Our people are our greatest asset. Join us over the next several weeks as we spotlight our team working to connect you with the right financial advisor. Kicking off our "Spotlight Series" is Brendan Bell, Head of Dynasty Connect.

[Dynasty Connect @DynastyConnect]

One of the most common obstacles we see when it comes to finding the right financial advisor is where to start. With Dynasty Connect, it just takes three easy steps to get connected with our experienced team. https://t.co/yBau7QB295

[Dynasty Connect @DynastyConnect]

According to a recent Northwestern Mutual survey, Americans who work with a financial advisor are not only retiring two years earlier, but they're also saving twice as much as those who manage finances on their own. Let us help you find the right advisor. https://t.co/XMx5zmCRgK

[Dynasty Connect @DynastyConnect]

When markets get rough, emotions can drive decisions. Last week was a great example of the value having a financial advisor can bring. Instead of reacting to short-term swings, an advisor can help you stay focused on your goals/make informed decisions. https://t.co/ac6C6B5wYM

[Dynasty Connect @DynastyConnect]

In this @advisorhubinc article, Andrew Marsh, Vice Chairman at @DynastyFP, delineates five essential questions to ask a prospective advisor. This evaluation allows you to determine who best aligns with your financial goals and expectations.
https://t.co/0YDsAhM2kT

[Dynasty Connect @DynastyConnect]

According to the National Financial Education Council, a lack of personal finance knowledge costs the average American $1,300 a year - or more. If you don't have an independent financial advisor, now is the time to explore your options. https://t.co/jW9MM6JNaH

[Dynasty Connect @DynastyConnect]

We're excited to announce our partnership with Del Mar Racetrack for the 2024 season. Our team will be available at select races to discuss the benefits of full independence and help you find the right financial advisor. https://t.co/X1zWFP1vhz

[Dynasty Connect @DynastyConnect]

Ensuring your advisor has a clear vision and strategy can make an impactful difference. Are you asking your advisor the right questions? Consider:
Do you have a succession plan?
How do you intend to grow?
How does that affect my experience as a client?

https://t.co/Qgcbk3oCDv