Cultivate Your Life
Helping our clients plant the investment seeds for future growth.
We Help You Grow The Life You Want
Investments tailored to your goals
Helping you to reach the goals of your plan.
Helping you manage the transition from your working years to retirement and beyond.
We create financial strategies tailored to your goals.
CONWAY Financial - Independent. Objective. Accountable.
We are an independent fiduciary and advisory financial services firm specializing in retirement planning. We help those near and in retirement plan for income during their retirement years and to protect their legacy with the financial assets they've spent a lifetime accumulating. We design custom plans unique to each client's needs.
Being independent, we are not affected by any company's emphasis on proprietary investment or insurance products. We understand our client's interests are our highest concern and we make our recommendations accordingly.
We are backed by the staff, support, and technology of one of the nation's largest, most prestigious, and successful independent broker-dealers, Securities America, Inc., and we have strategic alliances with attorneys and CPAs to assist in estate planning, trusts, and Will preparation, if necessary, to provide comprehensive planning services for our clients.
We'd like to invite you to contact us to discuss your situation, to see if how we approach the financial planning process is a good fit for you and your financial goals.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,779 Pittsburgh-area wealth managers were considered for the award; 252 (14% of candidates) were named 2022 Five Star Wealth Managers.
Chartered Financial Consultant
We’d love to hear from you!