Condon Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

15 Caswell Ln Ste 3, Plymouth, Massachus...

Phone Number

(508) 746-7763

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
1
1
1

About Condon Wealth Management

Condon Wealth Management, Inc. specializes in providing comprehensive wealth management strategies for individuals, families, and small business owners. The company emphasizes building deep, meaningful relationships with clients to offer personalized financial planning, investment management, and wealth management services. With a focus on trusted guidance, they aim to navigate clients through the complexities of financial decision-making. Their commitment to client security and long-term success is evident in their approach to financial planning.Explore more
Condon Wealth Management's Social MediaPopular SearchesCondon Wealth Management LLCCondon Wealth Management IncCondon Wealth ManagementGreenthumb Wealth LLCCondon Investment Trust & DM GUTKNECHTSIC Code 62,628NAICS Code 52,523Show more

Condon Wealth Management Org Chart

SC
United States flag for contact location.

Cfp Financial Planner & President & Chief Exe...

PhoneEmail
TC
United States flag for contact location.

Founder, Financial & Planner & Manager, Finan...

PhoneEmail
KH
United States flag for contact location.

Manager, MBA Client Operations

PhoneEmail
MF
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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AS
United States flag for contact location.

Tax Planning and Wealth Management Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Condon Wealth Management

<$5M
1-10
Private
<$5M
1972
SC
Sean CondonCfp Financial Planner & President & CEO
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Condon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Condon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Condon Wealth Management.

Condon Wealth Management financials insights

Gather financial insights about Condon Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$39K

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Condon Wealth Management Tech Stack

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Frequently Asked Questions Regarding Condon Wealth Management

What is Condon Wealth Management's official website?
Condon Wealth Management's official website is www.condonwealth.com
What is Condon Wealth Management's Revenue?
Condon Wealth Management's revenue is <$5 Million
What is Condon Wealth Management's SIC code?
Condon Wealth Management's SIC: 62,628
What is Condon Wealth Management's NAICS code?
Condon Wealth Management's NAICS: 52,523
How many employees does Condon Wealth Management have?
Condon Wealth Management has 1-10 employees
What industry does Condon Wealth Management belong to?
Condon Wealth Management is in the industry of: Finance, Securities Trading
What is Condon Wealth Management competition?
Condon Wealth Management top competitors include: Pillar Wealth Management, Wealth Advisory Services, Charleston Financial Advisors, Norris Financial Group
What technology does Condon Wealth Management use?
Some of the popular technologies that Condon Wealth Management uses are: Drupal, AddToAny, Vimeo, Google Tag Manager
How do I contact Condon Wealth Management?
Condon Wealth Management contact info: Phone number: (508) 746-7763 Website: www.condonwealth.com
What does Condon Wealth Management do?

Condon Wealth Management, Inc. specializes in providing comprehensive wealth management strategies for individuals, families, and small business owners. The company emphasizes building deep, meaningful relationships with clients to offer personalized financial planning, investment management, and wealth management services. With a focus on trusted... guidance, they aim to navigate clients through the complexities of financial decision-making. Their commitment to client security and long-term success is evident in their approach to financial planning.Read More

What are Condon Wealth Management social media links?
Condon Wealth Management Linkedin page Condon Wealth Management Twitter page Condon Wealth Management Facebook page
Is Condon Wealth Management a public company?
Condon Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Condon Wealth Management

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