Hannegan Wealth Management, LLC

Hannegan Wealth Management, LLC provides investment management and financial planning services to individuals, high‑net‑worth clients, and corporations or other businesses, overseeing approximately $1.79 million in discretionary assets across eight client relationships. Offerings include tailored portfolio management, comprehensive financial plans (fixed‑fee or hourly), ongoing planning engagements, and facilitation of sub‑advisor relationships for model portfolio implementation.

The firm’s investment process blends fundamental analysis and Modern Portfolio Theory with a primarily passive implementation that uses index mutual funds and ETFs; HWM also leverages third‑party managers (GeoWealth Management and XY Investment Solutions) to implement model allocations. Clients may be managed on a discretionary or non‑discretionary basis, and HWM documents investment policy statements, conducts periodic reviews, and provides quarterly oversight of managed accounts.

Noteworthy among peers, HWM maintains an affiliation with an accounting practice (Shawn P. Hannegan CPA, LLC d/b/a Hannegan & Associates) and discloses mutual referral activity while stating it does not accept referral compensation; the brochure notes the accounting practice accounts for roughly 75% of the principal’s time. The firm also explicitly serves corporate/business accounts in addition to individuals — a service line that is less common for independent advisers of this size — and typically relies on outside managers for trading and model execution.