CoNext Wealth Partners

CoNext Wealth Partners CoNext Wealth Partners was founded with the goal of assisting our clients with financial, investment and life event planning. www.finra.org, www.sipc.org.

We employ multiple award-winning programs and software packages, allowing us to create plans that match individual situations Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and Harris Wealth Management are separate entities from LPL Financial. Third party posts fo

und on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/11/2026

See what a century of history says about cash.

Business Succession Planning: Built to Last vs. Built to Transfer
06/09/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

06/05/2026

We broke down markets into a 5-minute read

06/04/2026

A simple lesson about time and discipline.

05/29/2026

Here's what savvy investors should know

A More Flexible Way to Think About Retirement
05/27/2026

A More Flexible Way to Think About Retirement

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents.

05/22/2026

Here's what you need to know

05/15/2026

Here's what savvy investors took away from Q1

The Estate Plan That Looks Complete on Paper
05/13/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

When the Headlines Keep Changing, Your Strategy Shouldn’t
04/29/2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

Address

4160 Washington Road Suite #1
McMurray, PA
15317

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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