Condon Wealth Management offers financial planning, investment management, wealth management, and other family office solutions to higher net worth individuals, families, and small business owners.
We are dedicated to helping clients implement goal based solutions that provide them financial peace of mind; so they can focus their time and energy on other personal and professional commitments.
We guarantee every client receives:
- An experienced team of financial planning, investment, and tax professionals
- A proven and disciplined financial planning and investment process
- Confidential, objective advice that places their interests firsts
“Our Goal is to always deliver a high level of comprehensive advice and attention that will make a real difference in people’s lives.” - Sean M. Condon, CFP®
Financial Planning
Through comprehensive planning we can help you gain comfort, confidence and control of your personal financial affairs. Let us help you define and achieve your financial goals.
Investment Management
We offer personalized investment strategies that are based on client specific objectives and implemented with world class money managers.
Wealth Management
We offer a comprehensive Wealth Management service that is driven by on-going financial planning. Our Wealth Management clients receive constant updating and monitoring of their financial plan, and a custom financial roadmap outlining regularly scheduled meetings that address their specific needs. We help coordinate efforts with other advisors, provide access to private events, and create a central access point to consolidated financial information.
