Our dedication reflects true concern for the well-being of our clients. We seek to develop lifelong relationships providing recommendations tailored to their specific goals.

 

Connelly Wealth Management Group

of Wells Fargo Advisors

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  • Comprehensive Wealth Management Strategies
  • Unbiased Objective Advice
  • Team Based Approach Dedicated to Client Satisfaction  

  

We are an advisory team with a broad financial services background whose primary focus is to maintain lifetime relationships with our clients.  We hold ourselves individually and collectively accountable for creating an investment plan specifically tailored for each client to meet all of their financial goals.  Consistency in the execution of each plan and in communications with our clients sets up apart from other wealth management solutions.

 

Areas of Focus: Creating, Preserving, Distributing and Transferring Wealth