A complete list of active advisors currently associated with Connolly Wealth Management

Warmer can help you find a great advisor at Connolly Wealth Management or one who fits your needs even better.

Connolly Wealth Management is a fee‑based, single‑advisor independent firm that provides discretionary portfolio management to individuals and pension and profit‑sharing plans. The firm also offers ERISA 3(21) limited‑scope retirement plan consulting, refers clients to third‑party managers, and conducts public educational seminars and workshops. Investment programs are built from documented client profiles, risk analyses and periodic reviews, and the firm cites fundamental, technical and cyclical analysis among its methods. When third‑party managers are used, the firm serves as liaison, monitors manager performance and discloses it receives ongoing referral fees from those TPM relationships. Noteworthy aspects of the firm include an affiliated insurance business operated by the managing member, with roughly half of that person’s time devoted to insurance activities and commissions disclosed as a potential conflict of interest. The brochure also shows a small client base (26 clients) and reports no assets managed directly at year‑end (discretionary and non‑discretionary AUM reported as $0), indicating a business model that relies on TPM placements and plan consulting rather than in‑house custody of client assets.

To learn more about the advisors currently working at Connolly Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.