“Understand your yesterdays. Maximize your todays. Secure your tomorrows.”
-The Connelly Group

Understand your yesterdays. Maximize your todays. Secure your tomorrows.

If you’re a busy professional, business owner, or executive looking for a trusted ally to streamline the intricacies of your financial journey, allow us to lend a hand.

Areas of Expertise

Professionals

Professionals:

We help high-income professionals and business owners navigate complex financial landscapes with personalized solutions. Our services include strategic tax planning, retirement and estate planning, investment and cash flow management, and tailored strategies to ensure financial stability and growth.

Wealth Accumulators

Wealth Accumulators:

We help busy professionals and families simplify and achieve their financial goals through personalized planning. From managing investments and retirement savings to balancing education funds and insurance needs, we provide comprehensive solutions for a secure and enjoyable future.

Retirees

Retirees:

We assist those nearing or in retirement by providing tailored financial planning to ensure they can comfortably manage expenses, navigate the transition to retirement income, plan for healthcare costs, and effectively transfer wealth to the next generation.

Corporate Entities

Corporate Entities:

We help businesses create and optimize retirement plans to attract and retain top talent. From designing the best plan for your company to enhancing employee participation and providing dedicated support, we ensure your retirement plan meets your needs and complies with ERISA guidelines.

Unique Needs

Unique Needs:

We support individuals with unique financial needs, including women facing sudden life changes, LGBTQ+ clients needing tailored planning, families caring for those with special needs, and those wanting to leave money while preserving government benefits. Our services include personalized financial planning, retirement and estate planning, tax strategy, and more.

Other Services

Other Services:

If you require additional services or have any other needs, please don’t hesitate to contact us below. We’re here to help with all your wealth management requirements!

Meet the Team

Elizabeth Connelly JD, CTFA, CISP

Partner, Sr. Wealth Management Advisor

St. Louis, MO
(314) 530-7426
elizabeth.connelly@vwa-llc.com

Read Bio >>

Kent Kobernus, CFP®

Wealth Management Advisor

St. Louis, MO
(314) 530-7427
kent.kobernus@vwa-llc.com

Read Bio >>

Katie Martin, CFA, CFP®

Senior Wealth Management Advisor, Investment Committee Chairperson

O’Fallon, IL
(618) 726-3007
katie.martin@vwa-llc.com

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Noah Diffley

Director of Client Services

St. Louis, MO
(314)-887-0073
noah.diffley@vwa-llc.com

Read Bio >>

National Presence:

Hear From Us:

America’s Top Women Wealth Advisors
The Power of Perseverance Podcast

Call today to schedule an appointment – (314) 530-7426

Contact Us

ST. LOUIS, MO OFFICE

1401 S. Brentwood Blvd. Suite 700
St. Louis, MO 63144

(314)-530-7426
elizabeth.connelly@vwa-llc.com

O’FALLON, IL OFFICE

1405 North Green Mount Road, Suite 500
O’Fallon, IL 62269

(618)-726-3007
katie.martin@vwa-llc.com

Access My Investments

View your financial picture with an integrated and interactive reporting dashboard and access your document vault.

View real time values and holdings of your Charles Schwab accounts, monthly statements, confirmations, tax forms.