Welcome to Conroy Wealth Management.
Trust. A Proven Process. Clarity.
Fiduciary Financial Planning: Each client and every situation is unique. Our process starts by developing a personalized financial, retirement and investment plan tailored to meet your needs and goals. With you, we will develop a goal oriented plan integrating all aspects of your finances and wealth in line with your best interests in mind.
We create plans customized to you.
Financial & Retirement planning
Serving in a fiduciary capacity, we provide clarity for your current situation and make recommendations that will enhance your ability to meet your goals.
Wealth and Investment management
We utilize best in class investment options and strategies to craft a plan for your investments. This plan and your accounts are monitored on a regular basis to ensure they are on track with your goals.
Estate Planning
The loss of a love one can be challenging. Managing their estate can be overwhelming. We can help coordinate the process and the professionals involved to alleviate some of the stress of navigating this on your own.
Tax Planning Strategies
What types of accounts to use while accumulating wealth? Tax efficient retirement income planning, including how to navigate required minimum distributions. Tax strategies for your estate, charitable giving or inheritance to the next generation.
Business Consulting
Closely held businesses like ours and yours drive the American economy. However it can be challenging to work “on improving your business” rather than feel that you are stuck working “in your business”. We can help understand your challenges and provide recommendations as to how to operate your business more efficiently and profitably.
* No charge for initial meeting.
*** Annual plan updates are $250/year minimum and fees may increase for increased complexity or client needs.
Welcome to our Learning Center.
Click to Download
Why hire a financial advisor | Fidelity.pdf
Conroy Wealth Management - How We Partner Together-3.docx
CWM - Life Events - When to Contact Us.pdf
We serve a range of individuals and families before and during retirement.
Individuals Planning for Retirement
For those near retirement or recently retired, there are many decisions to make about benefits, retirement accounts, healthcare, etc. We will help navigate these decisions and provide a plan for your retirement assets as well as any pension options you may have to make.
Executives / Professionals
You work hard in your career and you deserve to benefit from that effort. Our role is to ensure you have the guidance you need to accomplish your short term and long term goals.
Business Owners
We work with many small business owners to ensure that they have a diversified wealth plan inside and outside the business. With a focus on tax efficiency, we can help you craft a plan to grow your business, add real estate holdings, manage your investment assets and increase your overall net worth while you focus on running your business.
Here are some examples of local companies & industries where our clients have worked:
• K-12 New York State Teachers and Administrators (403b, Pension Planning)
• University of Rochester
• Paychex
• Corning
• Wegmans
• Rochester Regional Health
• United States Postal Service
• Xerox
• Police Officers and New York State Troopers
• Federal/Government Employees
• CooperVision
• Rochester Institute of Technology
• Kodak
• Dentists and Veterinarians
Kevin spent 10+ years in a corporate sales career prior to shifting into the financial industry. He enjoys helping individuals and families and found that he could not have enough of a positive impact in a corporate environment.
Kevin puts a high value on:
Conroy Wealth Management was opened in May 2022
My logo shows my commitment to you:
The “Dara Knot” is an Irish symbol which means “Oak Tree” in the Gaelic language. The Irish saw the Oak Tree as a symbol for wisdom, power, endurance, and strength
My goal is to help as many people as I can reach their goals by providing them with a sense of clarity and direction when it comes to their finances and planning.
No members have been created.
I am very appreciate of the advice and help that Kevin has provided for me for the last sixteen years. It has greatly helped me to plan better. I highly recommend him.
- Pat F.
Before becoming a client of Conroy Wealth Management, I constantly questioned whether I was truly saving enough for retirement. I wanted to consolidate my retirement accounts for a more streamlined approach to financial planning. Kevin and his team handled my IRA rollovers with ease. With retirement about 10 years away for me, Kevin has been an outstanding retirement income planner, helping position my finances now so I can maintain my current lifestyle throughout retirement. He also takes the time to ensure my accounts are aligned with smart tax strategies designed to maximize long-term benefits. To me, that level of guidance and peace of mind is truly priceless.
- Mark S.
I have been a client of Kevin's for over 5 years. From the very beginning of the financial planning process with Conroy Wealth Management it was a very welcoming and personable experience. Kevin's no presssue approach to helping me better understand the retirement planning process and in developing a comprehensive plan that was personalized to my needs was very comfortable and concise. Kevin exhibits good attention to detail and is very prepared during our individual meetings. The team is easily accessible to deal with my various questions concerning market activity and general spending concerns. I highly recommend Conroy Wealth Management to anyone who is looking for a very personable, knowledgeable and welcoming team to assist in your retirement planning process.
- Jason G.
Kevin was with me from the start of two very large and scary business ventures. With his knowledge, connections, and support, everything went as smooth as possible, and my business is thriving. Looking forward to planning our next big venture together!
- Andrea B.
Conroy Wealth Management offers personalized financial service & advice tailored to your specific needs. Kevin has created a roadmap for our family to point us in the economic direction we want to go. We have rolled over two 401ks with Kevin, as well as opened a Roth IRA and purchased an insurance policy. His attention to detail & follow up are unparalleled. Highly Recommend.
- Harley A.
Being retired seniors we have so appreciated how comfortable Kevin & Wendy made us feel about our process moving forward. Kevin's guidance & recommendations advanced us to a place of feeling financially secure and stress free.
- Margaret P.
Kevin and his team have been assisting my transition from working woman to "retirement with a plan" that has enabled me to build a wonderful life in New Port Richey, FL. He managed my investments to insure I was able to live comfortably in retirement without draining my hard-earned portfolio. He is always available for me when I have questions and he's taught me quite a bit about money management. I highly recommend Kevin to everyone I know. I'm hopeful he will one day manage my grandkids' investments as they graduate and begin working. Thank you Kevin and Wendy for everything you do!
- Nancy C.
Working with Kevin and Wendy has been such an easy and pleasant experience. Kevin explains everything in a way that’s understandable, and the office is warm and welcoming. You feel like you’re the most important priority that day! He has helped me tremendously and is always accessible to me and my children to answer questions and offer sound advice. I would highly recommend Conroy Wealth Management!
- Patty H.
* This advertisement contains an unpaid and unsolicited or solicited testimonial. The experiences and views shared by the reviewers may not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
