Connelly Family Wealth Management, a division of UBS Financial Services Inc., is a trusted financial advisory firm located in St. Paul, MN. With a team of experienced professionals, they offer personalized strategies and clear advice to help clients navigate their financial journey with confidence. Whether individuals are just starting out or planning for retirement, Connelly Family Wealth Management is committed to providing quality client service and developing long-term relationships.
Led by Managing Directors Jacob D. Creydt and James M. Hay, the team at Connelly Family Wealth Management brings a wealth of knowledge and expertise to the table. Jacob, a CERTIFIED FINANCIAL PLANNER, specializes in tax-efficient strategies and retirement planning, while James, a Certified Investment Management Analyst, focuses on aligning clients' personal and legacy goals with their overall wealth management plan. Together, they strive to be the primary source of financial advice for individuals and families, helping them make smart moves every step of the way.
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