Connolly Wealth Management

Connolly Wealth Management is a small, fee‑based independent advisory firm that provides discretionary portfolio management to individuals and serves pension and profit‑sharing plans. The firm also arranges third‑party money managers when appropriate and holds educational seminars and workshops for the public.

Investment decisions are implemented using a mix of fundamental, technical and cyclical analysis and are carried out either directly under CWM’s discretionary authority or through monitored third‑party managers; the firm discloses that it receives referral fees from those managers. For employer retirement plans CWM provides limited‑scope ERISA 3(21) fiduciary services, including assistance with investment policy statements, monitoring plan investments, and participant education.

Several features distinguish CWM from many peers: the managing member operates a separate insurance business (Connolly Insurance Group) and spends roughly half his time there, a relationship disclosed as a potential conflict of interest; the firm also regularly conducts no‑fee educational seminars. CWM discloses and documents its third‑party manager referral arrangements (including an incentive sharing program with one TPM) and excludes certain illiquid or employer‑sponsored assets from its ERISA services.