Convey Wealth Management
Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving entrepreneurs, and their families.
With 25 years in the industry, our comprehensive approach brings together an extensive network of experts in insurance, estate planning, mortgages and other areas. Convey Wealth Management is built on clear and accessible communication to ensure clients understand their investments so that we can best address their financial needs.
As fee-only fiduciary advisors, we focus on what’s best for each individual client, giving careful consideration to the people and causes they care about.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.