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Our Story

We’re excited to launch our firm, Condon Sullivan Wealth Management and Planning, a branch that will utilize and leverage the connections we have built at Cornerstone Financial Group while also offering new services to clients. We are proud of the growth that our firm has undergone and we look enthusiastically forward to this new journey. Our team has built a reputation in the financial services industry and we look forward to using our professional experience to help new and existing clients.

At Condon Sullivan Wealth Management and Planning, we treat every client with the respect and professionalism that they deserve. Rather than pushing sales quotas or being required to sell proprietary products,  we conduct extensive research to find the products and plans that are right for our clients. We never pressure clients to make investments that they aren’t comfortable with and we work with clients through a discovery process, which includes learning about them while building a deep connection.

Throughout the years, our advisors have planted a seed at Cornerstone Financial Group that has grown into healthy, multigenerational relationships. At Condon Sullivan Wealth Management and Planning, we value these connections and look forward to fostering many more. 

Click here to download our client brochure.