Hannegan Wealth Management, LLC

The firm is an independently owned, single‑advisor advisory practice that provides investment management, financial planning, and related services to individuals (including high‑net‑worth clients) as well as corporations and other business clients. It manages roughly $1.45 million across eight client accounts and offers both discretionary and non‑discretionary portfolio services, along with one‑time and ongoing financial planning and business/employee benefits consulting.

The firm’s investment approach combines fundamental analysis and principles of modern portfolio theory with a primarily passive implementation, using index mutual funds and ETFs and emphasizing low turnover and tax efficiency. It also engages third‑party sub‑advisors and outside managers for model portfolio implementations and monitors those managers as part of its risk assessment and periodic (typically quarterly) account reviews, while tailoring investment policy statements to individual client circumstances.

What is distinctive for a solo independent advisor is the principal’s concurrent operation of an affiliated CPA practice, creating an accounting‑advisory linkage that the firm discloses and manages as a potential conflict of interest. The firm also serves institutional/corporate clients as well as individuals—an arrangement that is less common among similarly sized solo practices—and relies on sub‑advisor platforms rather than in‑house investment teams to deliver model portfolios, while not accepting direct custody of client assets.