A complete list of active advisors currently associated with Gaughan & Connealy Wealth Management, LLC

Warmer can help you find a great advisor at Gaughan & Connealy Wealth Management, LLC or one who fits your needs even better.

Gaughan & Connealy Wealth Management advises individuals and high-net-worth clients, providing investment advisory services primarily by identifying and directing clients to third‑party investment advisers rather than managing securities in-house. The firm offers the same suite of services to all clients and acknowledges fiduciary duties when advising on retirement accounts. The firm’s investment approach relies on modern portfolio theory and a long‑term buy‑and‑hold orientation, implemented through selected outside managers who handle day‑to‑day security selection. GCWM does not exercise investment discretion or report regulatory assets under management; instead it is compensated via negotiated fee‑sharing arrangements with the third‑party advisers (with most clients directed to a specific manager and others potentially referred to AssetMark). Noteworthy distinctions include that the firm’s principals are licensed attorneys and may provide legal services outside the advisory business, a relationship the brochure discloses as a potential conflict of interest. The practice is small and advisory‑focused (two advisors and about 30 clients), operates without wrap fee programs or performance‑based fees, and relies on custodial withdrawals and third‑party managers for fee collection rather than direct custody or discretionary portfolio management.

To learn more about the advisors currently working at Gaughan & Connealy Wealth Management, LLC, 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.