You Built Your Business. Now Protect Your Future.

Conway Wealth specializes in turning your business success into a lasting legacy. From cash flow to exit strategies, we simplify complexity, minimize taxes and protect what you’ve built.

Why work with us?

We go beyond traditional financial planning, providing strategic solutions tailored to the unique challenges business owners face.

Cash Flow Management

Effective cash flow management is the backbone of a thriving business. Our advisors and network of professionals have the expertise to ensure you are drawing the appropriate capital from your business to fund your personal long-term goals.

Self-Employed Retirement Plans

Choosing the right retirement plan is critical to maximizing your savings and minimizing taxes. We assess your options to ensure your plan aligns with your goals and optimizes your financial future.

Business Insurance

Having the right insurance is essential to protecting your business and personal assets. We evaluate your coverage – liability, key person, disability, and more – to ensure you’re protected without overpaying, giving you confidence and peace of mind.

Exit Planning

Planning your exit is about more than just leaving – it’s about maximizing the value of what you’ve built. We coordinate a tailored strategy to help you sell, merge or transition your business on your terms while optimizing financial outcomes.

Succession Planning

Succession planning is critical to your business’s future, and we help choreograph the process. By coordinating with legal and tax professionals, we ensure your transition plan is strategically structured to protect your legacy and financial goals.

Business Structures and Tax Efficiency

Your business structure directly impacts your taxes and long-term financial success. We assess your entity type and work with your tax professionals to ensure your structure is optimized for tax efficiency, asset protection, and growth.

Your Business is Complex.
Your Financial Plan Shouldn’t Be.

Your financial world is more complex than most, and you need a firm that understands the full picture. At Conway Wealth, we specialize in guiding business owners through the unique challenges of managing, protecting and transitioning their wealth.

We take a proactive role in coordinating with your team to ensure every piece of your financial strategy is aligned. From cash flow to exit planning, we bring clarity, efficiency and confidence to your financial future – so you can focus on what you do best: running a successful business.

Everything in one place

Explore the types of financial planning services and lifestyle solutions you can expect.

Investments

We deliver an intentional, purposeful & personalized investing experience to clients by deeply understanding their needs, goals, and personal values.

Cash Flow

We make the complex simple for families through data aggregation and custom reporting across entities and accounts, all while managing cash flow, bill pay, and reconciliation.

Estate

We utilize advanced estate planning techniques to reduce or eliminate the uncertainties of tax consequences and other complications.

Business

We ensure that business owners and entrepreneurs maximize value for heirs and beneficiaries throughout the business lifecycle.

Risk

We analyze current insurance contracts and then coordinate appropriate risk coverage as situations and needs change over time.

Tax

We identify the most tax-efficient way to achieve your objectives by evaluating your current tax planning and making recommendations to reduce taxes and increase cash flow.

Life

We quantify satisfaction in areas of life and deliver appropriate professionals and solutions for ongoing needs, including real estate, personal & cyber security, concierge medical, private aviation & travel, and more.

Legacy

We assess and understand how clients seek to create a legacy through philanthropic endeavors, then deliver and manage an ongoing philanthropic plan.

Life Beyond the Numbers

Support for the parts of life that matter most.

We initiate key conversations and connect you with the right professionals through our Life & Wealth Network^®, ensuring you have the support and advice to focus on life’s greatest moments.

Your questions answered

What is your fee structure?

We operate as a fee-based advisory firm, adhering to the fiduciary standard of care. This means we prioritize your best interests and never make investment decisions based on commissions. Our transparent fee structure is determined by the size of your portfolio and covers our financial planning, investment management and consulting services. We’ll discuss our fees in our first meeting to ensure you have the clarity you need.

What is the process to get started?

Our process is designed to ensure your financial plan aligns with your life goals. We begin by listening to your most pressing needs, goals and values while also gathering key financial, legal, benefits and insurance information to create a comprehensive understanding of your situation. Our team then develops a strategic plan tailored to your unique circumstances, providing clear explanations and insights into the rationale behind each recommendation. Finally, we collaborate with you to implement the plan, ensuring it integrates seamlessly into your life and supports your aspirations.

Do you support clients nationwide?

Yes. Although our home office is in New Jersey, we serve clients across the country. We leverage our nationwide team and technology to connect with you in a way that fits your schedule – whether through phone, email or video calls. Your convenience is our priority.

How often do I meet with my advisor?

Once you’re an established client, we generally meet three times a year to review your portfolio and discuss any updates to your goals and values, ensuring we adjust as your life evolves. Of course, we understand that major life events can happen unexpectedly, and we’re always available whenever you need us.

What is the Life & Wealth Network?

We believe a fulfilling life goes beyond investment returns. Which is why we are committed to supporting both. The Life & Wealth Network^™ consists of a carefully curated team of professionals who offer a variety of support services. From cybersecurity and nutrition to therapy and travel, the network is designed to connect you with professionals who can help you with your goals, needs and desires.

How can I learn more?

Simply fill out this form and someone on the team will reach out within one business day. You may also call 973.285.3640 or email info@conwaywealthgroup.com.