How does the advisor help clients – Key Takeaways:
CONNOLLY WEALTH MANAGEMENT serves as a trusted financial advisor for individuals and businesses, providing personalized guidance and strategies to help clients achieve their financial goals. Their expert team works closely with clients to understand their unique financial situations and design strategies that align with their objectives.
Some key takeaways of how CONNOLLY WEALTH MANAGEMENT helps clients include:
- Creating customized financial plans tailored to individual needs and goals.
- Offering a wide range of financial services to meet diverse needs.
- Providing ongoing support and monitoring to help clients stay on track towards their goals.
Facts and Insights
CONNOLLY WEALTH MANAGEMENT was founded in 1998 and has since grown to become a top financial advisory firm. They have a team of highly experienced advisors who bring a wealth of knowledge and expertise to their clients. This allows them to stay on top of market trends and offer valuable insights to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 1998 |
As of 2021, CONNOLLY WEALTH MANAGEMENT manages over $500 million in assets and has a team of 10 experienced advisors. With over 20 years in business, they have established themselves as a trusted and reputable firm in the financial services industry.
Financial Services Offered
CONNOLLY WEALTH MANAGEMENT offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Retirement planning and wealth management
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance and risk management
- Business planning and consulting
Client Types
CONNOLLY WEALTH MANAGEMENT serves a wide range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
- Non-profit organizations
Fees & Compensation
CONNOLLY WEALTH MANAGEMENT operates as a fee-only advisory firm, meaning they do not earn any commissions from the sale of financial products. Their fees are based on a percentage of a client’s assets under management. This fee structure aligns their interests with those of their clients, as they only succeed when their clients succeed.
Background
CONNOLLY WEALTH MANAGEMENT was founded by John Connolly, a seasoned financial advisor with over 30 years of experience in the industry. John and his team are committed to providing exceptional service and personalized guidance to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONNOLLY WEALTH MANAGEMENT is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This includes disclosing any potential conflicts of interest and always putting their clients’ needs first. They also have a clean record with no disciplinary actions or client complaints.