General Info

Condon Sullivan Wealth Management and Planning is an independent, financial services firm that delivers comprehensive, state of-art financial solutions to successful individuals, executives, and business owners who have unique planning and wealth management needs. We have been in the Boston area for over 75 years and focus on wealth accumulation, tax planning and protection strategies. As a member of a financial family that dates back over 75 years, Condon Sullivan has the benefit of significant financial strength and stability with specialized and talented staff to work independently and provide each client with an investment strategy designed to meet their needs.