At Connolly Wealth Management, we are trusted financial planners based in Austin, offering expert financial guidance to help clients navigate retirement, investments, and tax-efficient strategies. With over 29 years of experience, we specialize in providing comprehensive retirement planning, customized tax ...
Our mission is to empower individuals and families by providing clear, strategic financial planning rooted in transparency and a commitment to their best interests. Our collaborative approach ensures that we work alongside clients, not for them, providing straightforward advice that helps them make informed ...
Our company was founded with over 29 years of experience in the financial services industry. Shawn Connolly, our founder, holds prestigious credentials, including LUTCF and CFF designations, which reflect his deep expertise and commitment to maintaining the highest standards of professionalism in financial ...