History
At Connolly Financial our independence is the cornerstone of our business. Crafting unique relationships with an array of industry-leading institutions, our independence allows us to create truly customized client portfolios. A dynamic wealth management firm, we employ an aggregated approach to asset growth, management and preservation. Once your goals have been identified we will tailor strategies to suit your vision and objectives. Harness the power of holistic financial planning.
Specialties
Welcome to Connolly Financial, an independent wealth management firm specializing in customized, comprehensive solutions. We are a fee-only, fiduciary group of financial professionals committed to devising and implementing personalized strategies. We collaborate with a tight-knit network of experts across various fields, and our clients and their wealth are supported by cutting-edge methods. Meeting your exact needs is only possible with creativity, innovation and the ability to utilize any and every strategy -- our independence allows us to do just that. Experience the Difference of a fully fledged plan, curated precisely for you. Relationships are the foundation of our process. The better we know you, the more we can do for you. As a dynamic wealth management firm, we employ a creative and aggregated approach to asset growth, management and preservation. Our commitment to you relies on what you are committed to. It's about what lies behind the numbers. Understanding what is truly important to you and your life comes first. Then, no matter how complex, our driven team will work meticulously to help your aspirations come alive.