Condon Wealth Management, Inc.

Overview

Condon Wealth Management, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm operates as a capital allocator and combines traditional advisory services—financial planning and portfolio management for individuals, small businesses and certain institutions—with insurance brokerage activities. It also performs selection of other advisers, indicating a willingness to outsource or co-manage portions of client portfolios. The firm accepts multiple fee arrangements, including a percentage-of-AUM model, hourly and fixed fees, commissions and other fee types. Condon Wealth Management does not identify as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives