We care about our clients and their families. Our process begins with a comprehensive review that results in a custom strategy for each household. Most people know the equation "Assets minus liabilities equals cash flow available" but few are successful in its implementation. What makes us special? Many advisors try to be all things to all people. We want to do all financial things for a few people. Let us help you and your family meet your current and future goals.
Evans E. "Chip" Connelly Jr., CRPC®
Chip joined the financial services industry in 1988 and then moved to UBS in 1989. As the founder of Connelly Family Wealth Management, his clients benefit from a team that has a clear and comprehensive vision of wealth management. He oversees every aspect of his clients' financial affairs by taking clients through a comprehensive discovery and analysis process. In 2008, Chip obtained the UBS Wealth Advisor designation - an appointed advisor that identifies and addresses the more complex needs of high net worth clients. In December 2012, he achieved Chartered Retirement Planning Counselor(CRPC®) to guide clients in advance planning.
He graduated from the University of St Thomas in 1984, and remains very involved on the campus. He is active with the Student-Alumni Mentoring and supports many of the athletic programs. In 2016, Chip was the recipient of the Monsignor James Lavin Alumni of the year award.
Chip enjoys most outdoor activities including golf and boating, but favorite activities revolve around spending time with his family.
AL, AZ, CA, CO, CT, DC, FL, IN, KS, MN, MO, MT, NJ, NM, NY, SC, SD, TN, TX, WA, WI
Evans E. "Mick" Connelly IV, CFA®, CRPC®
Mick is a graduate from the University of St. Thomas, with a major in financial management, and a minor in economics. He joined his father as a partner at Connelly Family Wealth Management in 2011, and oversees all financial planning related activities.
A thorough understanding of our clients' goals and objectives is an important component to every successful financial plan. Therefore, Mick spends the time getting to know our clients well, and helps construct customized plans that consider changes in life, circumstances, or market conditions.
Mick is a Charted Financial Analyst and a member of the CFA Institute, and has earned the Chartered Retirement Planning CounselorSM designation through the College of Financial Planning®.
Mick and his wife Carolyn live in Eagan with their daughter Evangelina. They both remain active within the University of St. Thomas and St. Thomas Academy communities.
AL, AZ, CA, CO, CT, DC, FL, IN, KS, MI, MN, MO, MT, NJ, NM, NY, SC, SD, TN, TX, WA, WI
Mary is a Registered Client Service Associate and graduated from University of Wisconsin-River Falls with Bachelors in Business Administration with a minor in Economics and a multidisciplinary emphasis in Finance and Accounting. Joining the team in 2018, she brings more than 25 years of client focused relationship experience in the financial services industry. Mary has been dedicated throughout her career to overseeing clients and their families' financial success. She shares our client-first philosophy, which is the foundation of our business. She is committed to delivering a high standard of care for our clients and their families; with her emphasis on relationship development is an asset to our team.
Mary has experience and a passion for customizing a goal-based financial plan that is designed based on you and your families' unique, personal circumstances. With a goals-focused approach to financial planning, it will take into account how you want to live your life both now and in the future.
On the personal side, family is important to Mary. She is a very proud Auntie to nine children who she sees or talks to often; even though they are not local they know that Auntie Mary loves them the most. She also is an honorary auntie to many of her friends' children.
In her spare time, Mary enjoys watching football, running, cross-fit, swimming/beach, doing puzzles, playing cards and board games.
AL, AZ, CA, CO, CT, FL, IL, KY, MI, MN, NJ, NM, NY, OK, SC, SD, TN, TX, WA, WI