Boston, MA Financial Advisors | The Connolly Group

Simplify your life and wealth

The Connolly Group

617-439-8030

UBS Financial Services Inc.
One Post Office Square
34th Floor
Boston, MA 02109

Our team

With more than 30 years of investment experience, we are focused on delivering wealth management advice and solutions to successful families, executives and entrepreneurs. We are dedicated to providing our clients with a well-informed approach to achieve financial well-being—no matter where they are in their cycle
of wealth.

“The best way to measure investing success is not by how much you beat the market, but by whether you practice the disciplined financial planning needed to help get you where you want to go.”

— Benjamin Graham

Advice for today and down the road

Whatever your priorities or your concerns about the future, we believe our collaboration can help you find answers to the questions that matter most about your finances and your life—today and for years to come.

Business transition
Equity awards
Multigenerational planning
Financial legacy

Business transition and liquidity planning

We know that successful entrepreneurs have a passion for their business - a purpose beyond the profit - that drives them to succeed. Selling your business takes a lot of thought and planning.

We’ll introduce you to sensible solutions to address your goals throughout the business life cycle—from evaluating the decision to step back to the early stages of exit or succession planning through the completion of your sale. Post sale, we can also design a personalized liquidity management strategy that can help you pursue your future financial goals in the most tax-efficient manner.

Executive wealth management

Many of our executive clients have built substantial wealth through the ownership of shares in a publicly traded or privately held company. We’ll work with you to navigate these complex transactions so you can maximize the value of your award and simplify your financial life. Our advice addresses:

Risk management/diversification of concentrated positions
Restricted stock award management

Stock option execution
Liquidity strategies

Estate planning and involvement

Our team has the knowledge and experience to help you build a comprehensive estate planning strategy for transitioning assets to future generations.

Within your plan, we may recommend tax-efficient structures such as trusts and philanthropic vehicles to help you preserve and pass on your wealth. We also understand complex family relationships, and their impact on estate planning decisions. To encourage early family participation during the process, we can facilitate meetings with you and your loved ones, including sensitive inheritance conversations.

Planning for life

A plan can turn overwhelming obstacles into manageable objectives.That’s why our approach starts with customized plan building.

We’ll talk about priorities and your personal definition of financial security. This information helps us design a road map that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential issues that can derail our strategy. A plan can turn overwhelming obstacles into manageable objectives.

Comprehensive wealth management

We have in-depth experience in financial planning and investment management, utilizing a purpose-driven approach to wealth management. We will work directly with your other trusted advisors to incorporate all perspectives into one integrated approach.

Personal financial planning

Cash-flow analysis
Retirement planning
Customized asset allocation
Pension analysis
Social security maximization
Education planning

Business Succession Planning

Business valuations
Acquisition positioning plans
Pre- and post- liquidity solutions

Credit and lending

Securities backed credit lines (through UBS Bank USA)
Residential mortgages (through UBS Bank USA)
Credit/debit cards

All mortgage products are only offered by UBS Mortgage. UBS Mortgage is a trade name for UBS AG, Tampa Branch or, in certain states for certain products, UBS Bank USA. All loans are subject to underwriting, credit and property approval. Not all products are available in all states, or for all loan amounts. Other restrictions and limitations may apply. UBS Mortgage currently offers residential mortgage loans within the 50 states of the United States of America and the District of Columbia. UBS Financial Services Inc., 1000 Harbor Blvd., Weehawken, NJ 07086. NMLS No. 6737. Georgia Residential Mortgage Licensee No. 18092. Massachusetts Mortgage Broker Lic. No. MB6737. Registered Mortgage Broker – NYS Dept. of Financial Services. UBS Financial Services and its Financial Advisors do not take mortgage loan applications, do not offer mortgage loans and do not negotiate terms of mortgage loans. Mortgage Products are offered by UBS Mortgage. Credit Lines/SBLs are provided by UBS Bank USA.

Equal Opportunity Lender. Equal Housing Lender.

Borrowing using securities as collateral entails risk and may not be appropriate for your needs. All loans are subject to credit approval. For a full discussion of the risks associated with borrowing using securities as collateral, you should review the Loan Disclosure Statement included in your account opening package. Neither UBS Financial Services Inc. nor UBS Bank USA provides legal or tax advice. You should consult your legal and tax advisors regarding the legal and tax implications of borrowing using securities as collateral for a loan.

Executive compensation