Condon Wealth Management, Inc.

Condon Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), trusts and small businesses, overseeing roughly 234 client relationships and about $120 million in client assets. The firm provides discretionary and non‑discretionary portfolio management, financial planning, consulting, turnkey asset management program (TAMP) solutions, manager‑of‑managers services and retirement plan consulting as a 3(21) non‑discretionary fiduciary.

The firm’s investment process is built around a client‑specific Personal Investment Policy Statement developed through personal interviews and uses asset allocation, fundamental and technical analysis, mutual fund/ETF selection and third‑party manager due diligence. Condon Wealth both manages portfolios directly and sources third‑party managers through TAMPs or manager‑of‑managers arrangements, and it discloses that some advisory personnel also operate as registered representatives and insurance agents and that the firm sponsors a wrap fee program—features that result in commissionable and wrap arrangements in addition to advisory fees.

Several features distinguish the firm from many peers: it acts as a wrap fee program sponsor (relatively uncommon), has an affiliation with an accounting firm that provides separate accounting services, and its advisory personnel are licensed to receive commissions for securities and insurance sales. The firm also documents distinct fee treatments for certain fixed‑income allocations (e.g., government bond ladders and fixed‑income SMAs) and operates with a two‑advisor team while providing both direct management and manager‑of‑managers solutions.