Your portfolio is personal.

Discover your investor persona.

Your portfolio should align with what matters most to you — your goals and those of your loved ones, along with your values, interests, and overall outlook on life.

That’s why Conway Wealth is empowering you to unlock your Investor Persona through a powerful self-discovery assessment. This assessment will pinpoint specifics about your investment priorities and perspective on wealth, empowering us to deliver you a more personalized and rewarding investing experience.

Complete an assessment designed to make you reflect on your financial goals, risk tolerance, and investing values. After finishing, you'll receive your Investor Persona Profile. This profile works as a guiding compass for your investment strategy.

Conway Wealth believes in a world where money and meaning are aligned.

Launched in 2019, Seeds Investor was founded by Michael and Zach Conway with the goal of better understanding each client's investment mindset. This approach allows them to craft personalized strategies that keep clients engaged and excited throughout their wealth journey.

A letter from Michael Conway

When it comes to investing, tradition has put the advisor at the center of the investing experience: Let us explain to you how we manage money, why we choose certain strategies, and what makes us “special.”

But we realized that truly aligning life and wealth required us to put clients at the center of the experience: Focusing on your aspirations, interests, and values. By asking better questions to understand each client more deeply, we could deliver and discuss more personalized investment portfolios for everyone. In 2019, I helped launch Seeds Investor, a technology that helps me and my team better understand how you think about investing. This equips us with the knowledge needed to deliver ultra-personalized investment portfolios—all while still aligning with long-term financial goals.

It brings me so much joy to experience firsthand the fulfillment my clients gain from having a more tailored, human-centric experience.

Michael Conway President & CEO,
Conway Wealth Co-founder & Chairman, Seeds Investor
Seeds Investor® is not affiliated with Summit Financial, LLC doing business as Conway Wealth, LLC. By clicking on the link, you will enter a privately-owned web site created, operated and maintained by a third-party, which is not affiliated with Summit Financial, LLC and its affiliates (“Summit”) or Conway Wealth, LLC. We have not verified the information and opinions found on this web site, nor do we make any representations as to its accuracy and completeness. By linking to this web site, neither Summit nor Conway Wealth are endorsing this third-party's products and services, or its privacy and security policies, which may differ from ours. Summit does not expressly or implicitly adopt or endorse any of the expressions, opinions, products, services, advertisements, or content presented or posted. We recommend that you review the third-party's policies, terms, and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.

Conway Wealth, LLC is owned by Michael W. Conway. The Life & Wealth Network® and Seeds Investor® are outside business activities of Michael W. Conway and are not affiliated with Summit Financial, LLC. This material is for your information and guidance and is not intended as legal or tax advice. Legal and/or tax counsel should be consulted before any action is taken.