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Welcome to Condon Wealth Management.
We work with individuals, families, and small business owners seeking comprehensive, intelligent wealth management strategies. By offering a high level of personal service based on trusted, long-term relationships, we provide the necessary guidance in an increasingly complex world.
Financial Planning
We offer a variety of specialized financial planning services designed to meet your specific goals and needs.
Investment Management
Achieving your investment goals requires dedication, expertise, and discipline. Our Six Step Investment Process is an established framework for implementing and monitoring custom investment strategies.
Wealth Management
Wealth Management is about effectively managing every aspect of your financial life to ensure that all the pieces are aligned with your big picture objectives in mind.
Your Financial Security is Our Business
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
