Our Philosophy:
Aligning Life & Wealth®

Planning should be about more than investment returns. Along with coordinated planning and investment management, we steer clients toward Aligning Life & Wealth®.

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Through our Alignment Index™, we quantify gains in the parts of life that create lasting happiness.

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Our Approach

Your financial steward

Independence

As independent financial stewards, our advice is objetive, our process is transparent, and our solutions serve client’s best interest.

Holistic approach

Leveraging a multi-faceted team, we deliver holistic, multi-family-office solutions and guidance.

Services

We focus on deeply understanding client needs in order to deliver tailored solutions with hands-on, dedicated service.

Communication

We strive to ancitipate client needs before they arise through ongoing dialogue.

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 to 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.

Michael Conway
Founder

Michael Conway Signature

Our History

Built by family, for families

Since 1984, Conway Wealth has worked with families to provide the right guidance and services to build and sustain generational wealth, and more importantly, strong relationships and long-term happiness.

Read message from our founder
old photo: a father with his kid

Our History

Built by family, for families

Since 1984, Conway Wealth has worked with families to provide the right guidance and services to build and sustain generational wealth, and more importantly, strong relationships and long-term happiness.

Read message from our founder
old photo: a father with his kid

Our Team

Expertise, for every need

Our team members and advisors have deep investment, estate, tax, and insurance planning expertise to serve  clients’ complex needs.

Michael Conway, CFP®

Michael Conway, CFP®

President & CEO

Zachary Conway

Zachary Conway

Managing Director

Gary Matthews

Gary Matthews

Partner

Michael Cear, ChFC®

Michael Cear, ChFC®

Managing Director

Michael Megill

Michael Megill

Managing Director

Charlie Cernosia, CFA®

Charlie Cernosia, CFA®

Managing Director

Stephanie Lawrence

Stephanie Lawrence

Chief Implementation Officer

Neil Cashes, CFP®

Neil Cashes, CFP®

Director of Wealth Planning

Kim Kushel

Kim Kushel

Director of Client Engagement

Ken Kovacs

Ken Kovacs

Director Client Service & Insurance

Kenneth Connally

Kenneth Connally

Head of Strategy and Experience

Jake Piasecki

Jake Piasecki

Head of Growth

Susan Shull

Susan Shull

Director of Operations

Ryan Flurie, CFP®

Ryan Flurie, CFP®

Associate Wealth Advisor

Laurie Cappetta

Laurie Cappetta

Operations Specialist

Linda Yacus

Linda Yacus

Operations Specialist

Nancy Chung

Nancy Chung

Client Services Consultant

Frank Araneo

Frank Araneo

Advisory Board

John Pappadopoulos

John Pappadopoulos

Advisory Board

Joseph Rowek, J.D., LL.M.

Joseph Rowek, J.D., LL.M.

Advisory Board

Michael Conway, CFP®

Michael Conway, CFP®

President & CEO

Zachary Conway

Zachary Conway

Managing Director

Gary Matthews

Gary Matthews

Partner

Michael Cear, ChFC®

Michael Cear, ChFC®

Managing Director

Michael Megill

Michael Megill

Managing Director

Charlie Cernosia, CFA®

Charlie Cernosia, CFA®

Managing Director

Stephanie Lawrence

Stephanie Lawrence

Chief Implementation Officer

Neil Cashes, CFP®

Neil Cashes, CFP®

Director of Wealth Planning

Kenneth Connally

Kenneth Connally

Head of Strategy and Experience

Jake Piasecki

Jake Piasecki

Head of Growth

Michael Conway, CFP®

Michael Conway, CFP®

President & CEO

Zachary Conway

Zachary Conway

Managing Director

Gary Matthews

Gary Matthews

Partner

Michael Cear, ChFC®

Michael Cear, ChFC®

Managing Director

Michael Megill

Michael Megill

Managing Director

Charlie Cernosia, CFA®

Charlie Cernosia, CFA®

Managing Director

Kenneth Connally

Kenneth Connally

Head of Strategy and Experience

Ryan Flurie, CFP®

Ryan Flurie, CFP®

Associate Wealth Advisor

Stephanie Lawrence

Stephanie Lawrence

Chief Implementation Officer

Kim Kushel

Kim Kushel

Director of Client Engagement

Ken Kovacs

Ken Kovacs

Director Client Service & Insurance

Jake Piasecki

Jake Piasecki

Head of Growth

Susan Shull

Susan Shull

Director of Operations

Laurie Cappetta

Laurie Cappetta

Operations Specialist

Linda Yacus

Linda Yacus

Operations Specialist

Nancy Chung

Nancy Chung

Client Services Consultant

Frank Araneo

Frank Araneo

Advisory Board

John Pappadopoulos

John Pappadopoulos

Advisory Board

Joseph Rowek, J.D., LL.M.

Joseph Rowek, J.D., LL.M.

Advisory Board

Discover your Alignment Index™ Score.

Through our Alignment Index™, we quantify gains in the parts of life that create lasting happiness.

Get started