Committed to your entire financial life

Proud to be named a UBS “Wealth Advisor”

Connelly Family Wealth Management

Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Evans E. Chip Connelly Jr

    Evans "Chip" Connelly Jr., CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Evans E. Mick Connelly IV

    Evans "Mick" Connelly IV, CFA, CRPC

    Vice President–Wealth Management

    Financial Advisor

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  • Mary Weideman

    Mary Weideman

    Client Service Associate

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Multigenerational wealth planning

Multigenerational wealth planning

Retirement Couple

Retirement readiness

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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