Corcoran Wealth Management LLC

Corcoran Wealth Management LLC is a small, state‑registered independent advisory firm that provides discretionary asset management, financial planning and consulting, and assistance with third‑party money managers to individuals and high‑net‑worth clients. The firm manages roughly $2.69 million across a limited client base and offers both ongoing portfolio management and written or consultative financial plans.

The firm tailors investment programs to each client’s goals, time horizon and risk tolerance and may use fundamental, technical, charting and cyclical analysis in portfolio construction and monitoring. It typically operates under discretionary authority, documents client objectives and may place portions of client assets with third‑party managers (e.g., Gradient Investments) while continuing to monitor suitability and performance.

Distinctive features include the owner’s substantial activity as a licensed insurance agent (about half of her time) and the firm’s receipt of referral fees and a share of third‑party manager advisory fees, including an incentive arrangement based on AUM thresholds — arrangements the brochure identifies and discloses as potential conflicts of interest. The firm also notes it does not sponsor wrap fee programs and says it mitigates conflicts through disclosure, fiduciary procedures and ongoing client documentation.