Insights

Personalized Wealth Solutions Connolly Financial’s emphasis on customized, comprehensive financial strategies highlights an openness to advanced advisory tools and premium financial technology solutions to further enhance tailored client service and differentiate their offerings.

Independence Advantage As a fee-only, fiduciary firm, Connolly Financial values independence, making them a prime candidate for partnership with compliance-friendly, innovative financial products and services that reinforce their client-first approach.

Growth Potential With a revenue range between $1 million and $10 million and a small team, there is significant opportunity for scalable technology solutions, staff expansion tools, and targeted wealth management software to support growth and operational efficiency.

Tech Stack Compatibility Utilizing cloud services like AWS and analytics tools such as Google Analytics, Connolly Financial is receptive to cloud-based and data-driven solutions that improve client insights, operational agility, and client engagement.

Market Positioning Competing with larger firms such as Charles Schwab and Fidelity indicates a strategic opportunity to offer innovative niche services, digital marketing collaborations, and educational platforms to strengthen their brand and attract affluent, tech-savvy clients.

Connolly Financial - Wealth Management Tech Stack

Connolly Financial - Wealth Management uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, cdnjs, and more. Explore Connolly Financial - Wealth Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • SWFObject
    Miscellaneous
  • Google Analytics
    Web Analytics
  • Express
    Web Frameworks

Media & News

Connolly Financial - Wealth Management's Email Address Formats

Connolly Financial - Wealth Management uses at least 1 format(s):
Connolly Financial - Wealth Management Email FormatsExamplePercentage
First@connolly-financial.comJohn@connolly-financial.com
25%
FLast@connolly-financial.comJDoe@connolly-financial.com
25%
First@connolly-financial.comJohn@connolly-financial.com
25%
FLast@connolly-financial.comJDoe@connolly-financial.com
25%

Frequently Asked Questions

Where is Connolly Financial - Wealth Management's headquarters located?

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Connolly Financial - Wealth Management's main headquarters is located at 752 Main Avenue, Suite 201 Durango, Colorado 81301, US. The company has employees across 1 continents, including North America.

What is Connolly Financial - Wealth Management's official website and social media links?

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Connolly Financial - Wealth Management's official website is connolly-financial.com and has social profiles on LinkedIn.

What is Connolly Financial - Wealth Management's NAICS code?

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Connolly Financial - Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Connolly Financial - Wealth Management have currently?

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As of December 2025, Connolly Financial - Wealth Management has approximately 2 employees across 1 continents, including North America. Key team members include Chief Operations Officer: K. C.Founder & Managing Director: S. C.. Explore Connolly Financial - Wealth Management's employee directory with LeadIQ.

What industry does Connolly Financial - Wealth Management belong to?

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Connolly Financial - Wealth Management operates in the Financial Services industry.

What technology does Connolly Financial - Wealth Management use?

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Connolly Financial - Wealth Management's tech stack includes Amazon Web ServicesCloudflare CDNcdnjsFMG SuiteFont AwesomeSWFObjectGoogle AnalyticsExpress.

What is Connolly Financial - Wealth Management's email format?

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Connolly Financial - Wealth Management's email format typically follows the pattern of First@connolly-financial.com. Find more Connolly Financial - Wealth Management email formats with LeadIQ.

When was Connolly Financial - Wealth Management founded?

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Connolly Financial - Wealth Management was founded in 2009.

Connolly Financial - Wealth Management

Financial ServicesUnited States2-10 Employees

Welcome to Connolly Financial, an independent wealth management firm specializing in customized, comprehensive solutions.

We are a fee-only, fiduciary group of financial professionals committed to devising and implementing personalized strategies. We collaborate with a tight-knit network of experts across various fields, and our clients and their wealth are supported by cutting-edge methods.

Meeting your exact needs is only possible with creativity, innovation and the ability to utilize any and every strategy — our independence allows us to do just that.

Experience the difference of a fully fledged plan, curated precisely for you.

Relationships are the foundation of our process. The better we know you, the more we can do for you. As a dynamic wealth management firm, we employ a creative and aggregated approach to asset growth, management and preservation.

Our commitment to you relies on what you are committed to. It’s about what lies behind the numbers. Understanding what is truly important to you and your life comes first. Then, no matter how complex, our driven team will work meticulously to help your aspirations come alive.

•       visit www.connolly-financial.com for more information         
•	Like us on facebook.com/ConnollyFinancial
•	Follow Shaun Connolly at twitter.com/ConnollyStreet

Please note: Connolly Financial and Shaun Connolly are unable to accept endorsements or recommendations.

Section iconCompany Overview

Headquarters
752 Main Avenue, Suite 201 Durango, Colorado 81301, US
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Connolly Financial - Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Connolly Financial - Wealth Management's revenue is estimated to be in the range of $1M$10M

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