Broker Check


At Condon Sullivan Wealth Management and Planning, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life:

Wealth Management*

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies*

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies


Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Term Insurance (for more information, click here)
  • Universal Life Insurance (for more information, click here)
  • Whole Life Insurance (for more information, click here)
  • Long-Term Care Insurance
  • Disability Insurance

Click here to download our client brochure.

 *Wealth Management and Financial Planning services are offered by HTK Investment Adviser Representatives.