Lally Wealth Management, LLC

Overview

Lally Wealth Management, LLC is a single-owner limited liability company that operates as an insurance broker-dealer and acts as a capital allocator. The firm provides financial planning services and assists clients with the selection of third-party advisers. Its fee model includes fixed fees and other fee arrangements. Lally Wealth Management is affiliated with an insurance company and is not identified as an active ESG investor or a multi-state adviser. The firm’s stated activities emphasize advisory work and manager selection rather than an in-house, multi-strategy investment platform. FINTRX notes Lally Wealth Management allocates externally to alternative managers, which suggests the firm uses third-party vehicles to implement nontraditional exposures alongside more conventional pooled products.

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Location & Offices