Tailored Financial Strategies for Your Unique Path to Independence

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 services. His qualifications as a Certified Financial Fiduciary ensure that every recommendation made is in the best interest of the client, upholding a strict code of ethics and fiduciary responsibility.

Through years of experience and a proven business model, Connolly Wealth Management has refined its approach to be as dynamic and adaptable as the financial landscape itself. Our focus is on providing a comprehensive financial relationship, where each client’s retirement goals work seamlessly with their overall financial strategy. We understand that everyone’s path to financial independence is unique, and we take the time to learn about our clients' specific situations to develop the most effective strategies.

Our firm has earned a reputation for its client-first approach, always prioritizing the needs and interests of those we serve. With this philosophy, we have built lasting relationships and continue to help clients reach their financial goals with a level of expertise and care that sets us apart in the industry.