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 strategies, estate planning, and tailored insurance solutions.
As experienced financial planners, we work closely with our clients to create personalized plans that align with their financial goals. From retirement income planning to legacy estate strategies, our team offers collaborative, straightforward advice that empowers clients to make informed decisions about their financial future. Our services are built around a commitment to putting clients’ best interests first, ensuring their financial security for years to come.
For more information or to schedule a consultation, contact us at (512) 419-1893 or (512) 419-1893, or email shawn @connollywm.com. Take the first step toward a secure financial future today.
Have questions or ready to plan your financial future? Fill out the form, and we’ll connect with you to provide expert guidance tailored to your needs!