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New Wealth Management Business Launches In Massachusetts

Harriet Davies 22 March 2011

New Wealth Management Business Launches In Massachusetts

Massachusetts-based TLC Financial Advisors is combining with Thomas Condon’s certified public accountancy practice, and rebranding as Condon Wealth Management, to offer an expanded range of services based on the multi family office model.

The new, privately-held business will be located in Plymouth, Massachusetts, and offer wealth management and tax consultancy services to individuals and small businesses.

Thomas Condon founded a CPA practice in the Plymouth area in 1972, and formed TLC as a separate wealth management business in the 1990s. His son Sean Condon joined the business in 2002.

At the combined entity, Sean Condon will act as executive vice president, responsible for overseeing the wealth management team and operations.

As part of the rebranding and launch, Condon Wealth Management will run a seminar series on financial literacy, addressing elements of wealth management and offering advice to families and business owners.

 

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