Aligning Life & Wealth®Conway Wealth Group

Supporting You and Your Family Through Every Life Stage

Important financial decisions affect the lives of the people we love most. It’s what makes thinking about and planning for both the good and tough times so difficult. But we do it for the love of our families and our commitment to ensure their security.

That love of family is often the guiding principle for our clients as they begin their planning—whether to fund college, ensure retirement for themselves and their spouses, start a trust for a new grandchild, or create a legacy after the kids have left the nest.

Those same values inspire our business. Take a moment to learn a little bit about how the Love of Family is the heart of The Conway Wealth Group and how it motivates everything we do. We’re happy to have you as part of our Family.

The Value We ProvideWe plan for the long-term financial wellbeing of families. We act as a personal CFO, creating a strategic blueprint that aligns your wealth with your family’s dreams, aspirations, and financial goals. We understand both the technical and emotional magnitude of managing the financial security of your family. That’s why we provide education and expert guidance each step of the way toward peace of mind.

The Families We ServeOur clients include successful entrepreneurs, corner office executives, professional athletes, and others—all with significant wealth tied to their businesses or employers. Although our clients come from diverse professional backgrounds and with a range of significant portfolio values, all of them share–a deeply instilled value of family and the desire to protect their futures.

For the Loveof Family

Aligning Life & Wealth®Conway Wealth Group

We use the Conway Integrated Wealth Solution, a proprietary six-step process to guide families to the financial strength and confidence they’ve worked so hard to achieve.

Your ExperienceFollowing our unique Appraisal Orientation™, we embark together on our Discovery Workshop™: For every client, we develop a 360º view of your life encompassing personal, familial, professional, and financial factors. We want to know how you’re financially positioned now, your short- and long-term objectives, and your values regarding wealth and the needs of your family members. For us, it’s about forming a connection with clients beyond the numbers. We seek to learn everything about you–from your favorite pastimes, to the way you take your coffee. This leads to our groundbreaking Client LifeMap: Our detailed diagram blueprints everything from your most important relationships, to your personal values and key objectives. Through the LifeMap, we ensure a completely personalized experience for every client. This detail allows us to follow through on every aspect of your planning.

The Love of FamilyWe know that your family is at the top of your mind when considering your financial future. As your wealth management advisor, our utmost purpose is to show you how to unlock the highest levels of value in life for you and your family. We remove the fears of uncertainty and financial vulnerability to instill confidence in your family’s financial security.

“ I want my wife, my children and my grandchildren to always be provided for. I want their futures to hold the highest levels of opportunity, so that they may live life to its fullest potential.”

Your family is your number one priority, and that’s why we’ve made it ours. We build close personal relationships grounded in trust and a common objective to maintain, protect, and cherish your family legacy, so that we are able to anticipate your current needs and the needs of your future generations.

Maximize Your Legacy & ImpactYou’ve built an incredible life for you and your family. We recognize that your success reflects your unwavering commitment to work, your devotion to loved ones, and the causes most important to you. Over time, what will your family name mean to the organizations and people you care most about? Our goal is to enhance your financial future so that your life’s work remains meaningful.

“ The core of my business is to guide families through all the financial decisions of life and to protect them from the fear and anxiety of uncertainty. We focus on aligning the long-term stability of your financial world with the world of your family, because we believe the two are intrinsically connected.”

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The Appraisal Orientation™

Describe services provided

The Discovery Workshop™

Collect all financial, legal, benefits and insurance information

The Design Process™

Team analysis and review of strategic plan development

The Integrated Wealth Analysis™

Explanation and rationale of strategic plan details

The Implementation Navigator™

Strategic plan moves into action

Integrated Wealth ReviewSessions™

Ongoing review of plan and monitoring of changes

Conway Integrated Wealth Solution™ Process

Why ConwayWealth Group?

Conway Wealth Group President & CEO Michael Conway, CFP®, ChFC®

Aligning Life & Wealth®Conway Wealth Group

Money is SecurityWe know you’ve worked hard to build your wealth. We’ll help you establish specific strategies to protect your assets for your family and generations to come, so that your financial security is never in question.

Money is FreedomFinancial security is one of the best feelings in the world. A life where work becomes optional is an even better one. We’re focused on helping you to achieve the dream of making work optional, so you can spend your time the way you want–with family, on the links, or diving into a new endeavor. We help our clients turn this dream into a reality.

Money is EmotionalMoney conversations often coincide with the natural calamities of life–the death of a loved one, divorce, job loss–that put the greatest strain on our personal relationships. Financial planning can play a critical role in alleviating this tension, as we ensure the tough conversations happen and the difficult decisions are made. We are unique in our desire to help you navigate the emotional side of money. We believe in the families that work alongside one another, that provide for and educate their children, and plan their retirements together.

I reflect fondly on the idyllic years of my childhood and family life. I think much of that comes from the dedication of my father to love and care for his children, especially when our family faced more difficult moments. He was also dedicated to his work as a dentist and to provide for his family. He operated as a one-man practice, playing the roles of receptionist, hygienist, and bookkeeper. But the fear of the unknown prevented him from getting the help he really needed.

My father’s commitment to his family and profession sheltered us from the realities of his financial insecurity. But as in many families, moments of unease would sometimes disrupt that childhood sense of comfort. I have memories of watching him wait for patients’ checks to arrive to the house so that he could pay our bills. I particularly remember having to come home five days early from a family camping trip because we ran out of spending money. While my father protected and provided for us, those small moments of unexpected pressure filled me with angst, worrying about the depth of his burden and what it could mean for our family.

I never had a grandiose plan to work in financial planning as a result of those childhood experiences. But I soon realized that this career allowed me to alleviate the unease I experienced as a kid. I could give the help and guidance that people like my father never sought. My goal became to ensure that every family I worked with would never face that insecurity. My dad never had anyone to help align his life and wealth or achieve the comfort that I’m now dedicated to achieving for my clients.

He deserved that. We all do. For ourselves and for our families. And we don’t need to do it alone.

A Message from Michael Conway

Michael Conway and his father camping,circa 1967.

Why ProtectYour Wealth?

Conway Wealth Group Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, New Jersey 07054 Tel 973.285.3640 Fax 973.285.3644www.ConwayWealthGroup.com

CONWAY WEALTH GROUP, LLC is owned by Michael W. Conway who offers securities and investment advisory services through Summit Equities, Inc., Member FINRA/SIPC, and financial planning services through Summit Equities Inc.’s affiliate Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax 973-285-3666 Direct Office Tel. 973-285-3640

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