CONDON WEALTH MANAGEMENT, INC.

Overview

Condon Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, both managing portfolios directly and selecting outside managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals, small business clients and institutional/business accounts, and manager selection. The firm also operates as an insurance broker and reports an industry affiliation with an accountant. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, commissions, and other structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives