Connolly Wealth Management

Overview

Connolly Wealth Management is a very small, independent registered investment adviser structured as a sole proprietorship and run by an individual owner. The firm focuses on serving individual and family clients and offers a mix of financial planning and discretionary portfolio management, along with select pension-related consulting, manager selection services and educational workshops. Its fee model includes a percentage-of-assets component and other fee arrangements. The firm indicates it acts as a capital allocator, deploying client capital into third‑party managers and external investment products. Connolly is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices