Owner & Financial Strategist | LUTCF, CFF

Shawn Connolly

With over 29 years of experience, I am deeply committed to helping individuals and families create tailored investment and retirement strategies that secure their financial future. As the owner of Connolly Wealth Management, I utilize my expertise and credentials, including my financial fiduciary certifications, LUTCF and CFF designations, to offer sound, tax-efficient investment advice and comprehensive asset protection through strategic insurance planning.

At Connolly Wealth Management, I continuously refine my proven business model to stay ahead of evolving financial landscapes. I am dedicated to helping you achieve long-term financial independence by building a strong, personalized relationship. Through one-on-one consultations, I work closely with you to align your retirement goals with every aspect of your financial strategy. My aim is to empower you with the knowledge and tools needed to navigate today’s complex financial environment and make informed decisions for a secure future.

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