Conway Wealth

Conway Wealth We build your wealth plan. You enjoy life. For the sake of building strong relationships, we take on a limited number of new clients each year. Michael W. Conway.

Conway Wealth Group is a New Jersey-based private wealth advisory and financial planning firm serving high-net-worth families. Conway is founder and CEO of Conway Wealth Group, LLC at Summit Financial, Inc. Michael is a shareholder of Summit Equities. Michael began his career with Summit in 1984 and has been recognized by Investopedia as one of the top 100 most influential advisors in the country.

Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business. Our Philosophy:
Finances weave through every aspect of life, and we think comprehensive financial planning should be about more than investment returns. In tandem with coordinated financial planning and investment management, we steer clients toward Aligning Life & Wealth®. Through our Alignment Index™, we quantify not just investment gains, but gains in the categories of life that actually create lasting happiness and a Life Beyond the Numbers™. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group (4 Campus Drive, Parsippany NJ 07054. Tel. 973-285-3600). Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street., Albany NY 12207 (“PKS”). Purshe Kaplan Sterling Investments (PKS) and Summit Financial, LLC are not affiliated companies. Summit Financial, LLC, its affiliates and Conway Wealth Group are not endorsing the above-referenced third-party sources or services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms. Conway Wealth Group LLC is owned by Michael W. The Life & Wealth Network and Seeds are outside business activities of Michael 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. Full Disclaimer: https://www.conwaywealthgroup.com/disclaimer/

We are nearly halfway through 2026. Before the year picks up speed again, here are five questions worth sitting with:1. ...
06/02/2026

We are nearly halfway through 2026. Before the year picks up speed again, here are five questions worth sitting with:

1. Has your income changed in ways your plan has not caught up with yet?
2. Are you on track with your savings and investment targets for the year?
3. Do your beneficiary designations still reflect who you want to receive your assets?
4. Has anything shifted in your tax situation that your advisor should know about?
5. Is your portfolio's risk level still aligned with where your life is headed, not where it was two years ago?

You do not need a major overhaul to get value from this exercise. You need honesty.

If any of those questions made you pause, that is useful information. What is your financial check-in process? Do you have one?

If not, we can help you build one. Start at conwaywealth.com.

Nobody talks about this part.You have worked hard, made smart decisions and found yourself with more wealth than you eve...
05/29/2026

Nobody talks about this part.

You have worked hard, made smart decisions and found yourself with more wealth than you ever expected. And instead of feeling settled, you feel pressure.

Pressure to invest it correctly. Pressure from family. Pressure not to make a mistake that undoes what took decades to build. Pressure to look like you have it together, even when the financial complexity is real and overwhelming.

This may be more common than the industry acknowledges. And it is one of the reasons we believe wealth management has to go beyond portfolio construction.

The financial mechanics matter. But so does having someone in your corner who has seen this before, who can help you slow down, think clearly and make decisions from a place of clarity rather than anxiety.

If this resonates, you are not alone and you are not behind. You just need a plan that actually fits your life.

Visit conwaywealth.com to learn how we work with people navigating new levels of wealth.

On this Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice in service of our countr...
05/25/2026

On this Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice in service of our country. 🇺🇸

Their courage, selflessness and dedication remind us of what truly matters – freedom is never free. It is kept by those willing to give everything.

Today, we remember, we reflect and we are grateful.

To every fallen hero and every family who carries their memory – thank you.

May they rest in eternal honor.

RSUs can look straightforward on paper. They rarely are when tax season hits.When your shares vest, the value is taxed a...
05/15/2026

RSUs can look straightforward on paper. They rarely are when tax season hits.

When your shares vest, the value is taxed as ordinary income. When you sell, any gain is taxed again as capital gains. Two tax events from one form of compensation and most people only plan for one of them.

A few things worth knowing before your next vesting date:

- Your company's tax withholding at vesting may not cover what you actually owe. The gap is yours to cover.

- Leaving before your shares vest typically means forfeiting them entirely. That is a real cost to factor into any job change.

- How long you hold your shares after vesting changes your tax treatment significantly. That decision is worth making on purpose, not by default.

RSUs can be a meaningful part of your net worth. They deserve a real strategy.

We cover everything you need to know in our blog: https://conwaywealth.com/insights/what-are-restricted-stock-units-and-how-do-you-maximize-tax-efficiency/

Not, "do you have a number?"Instead, "do you have a plan?'Most business owners spend years building, but little time thi...
05/13/2026

Not, "do you have a number?"
Instead, "do you have a plan?'

Most business owners spend years building, but little time thinking about what comes after.

Without a concrete plan in place for when you sell all kinds of things can go wrong.

- The money can sit in cash longer than it should while decisions get deferred
- The tax bill arrives and it's bigger than expected
- Lifestyle inflation starts quietly, then loudly
- The wealth that was supposed to create freedom starts creating anxiety instead

Exit planning isn't just a transaction. It's the beginning of a completely different financial life.

The question isn't whether you're ready to sell.
It's whether you're ready for what comes after.

If you're within 2-5 years of an exit, this is the conversation to start now. www.conwaywealth.com

It's not a knowledge problem.You're smart. You've built something real.You understand compounding, tax-advantaged accoun...
05/11/2026

It's not a knowledge problem.
You're smart. You've built something real.

You understand compounding, tax-advantaged accounts, market cycles. So why does the actual planning conversation keep getting pushed to later?

Here's what we've observed after working with hundreds of high-earning professionals:

It's not avoidance. It's ambiguity.
The financial industry is very good at selling products.

It's very bad at helping people think through the hard questions:
▪️What does "financial freedom" actually mean to you specifically?
▪️What are you most afraid of getting wrong?
▪️What would you do with your time if the money truly wasn't a constraint?
▪️What do you owe to the people who depend on you?

These aren't questions a portfolio can answer.
They're questions a real planning relationship has to hold space for.

The advisors who avoid them aren't malicious.
They just haven't built the process for it.

The planning conversation you've been putting off?
It's probably easier and more clarifying than you think.

Visit www.conwaywealth.com today!

You've been told to max your 401k.Increase contributions every year.Let it compound.That's good advice... for building a...
05/08/2026

You've been told to max your 401k.
Increase contributions every year.
Let it compound.

That's good advice... for building a balance.

But at some point, the game changes completely. The skills that build wealth are not the same skills that protect, distribute and sustain it. Most people spend 30 years in accumulation mode and then wonder why they feel financially uncertain the moment they cross into retirement.

It's not because they didn't save enough.
It's because nobody ever shifted the conversation.

Saving asks: How much do I have?
Planning asks: What do I actually do with it?

One of these questions has a number for an answer.
The other one changes your life. Message us at www.conwaywealth.com today!

The financial part of retirement planning gets all the attention.The human part barely gets mentioned.And yet, the peopl...
05/06/2026

The financial part of retirement planning gets all the attention.
The human part barely gets mentioned.

And yet, the people who struggle most in early retirement aren't the ones who ran out of money.

They're the ones who ran out of meaning.

Here are the 3 questions we ask every client before we ever talk about portfolios:

1. What will structure your days?
Work doesn't just provide income. It provides identity, routine, social connection and a sense of purpose.

2. Who do you want to be generous to and when?
Generosity deferred is generosity denied.
Your kids don't need your estate. They need your presence, your mentorship and your support while you're here.

3. What does legacy actually mean to you?
Not the legal document. The actual answer. Your estate plan should be a reflection of your values and not a default legal structure nobody explained to you.

The money is the vehicle. But it needs a destination.

If you're within 5 years of retirement and nobody's asked you these questions yet, that's a signal worth paying attention to.

Visit us at www.conwaywealth.com today to get started.

Holding a large position in a single stock feels like loyalty. Sometimes it is. Often it is inertia dressed up as convic...
05/04/2026

Holding a large position in a single stock feels like loyalty. Sometimes it is. Often it is inertia dressed up as conviction.

We are not here to talk you out of every concentrated position. Some are worth holding. But every concentrated position carries a cost that rarely shows up in your brokerage statement: the risk you are not being compensated for.

When your financial future is tied to one company's performance, you are not investing. You are betting.

There are ways to manage concentration without triggering a large tax event all at once. Hedging strategies. Charitable vehicles. Staged diversification. Exchange funds.

The goal is not to sell everything tomorrow. The goal is to know what you are holding and why, and to have a plan that reflects your actual life, not just your portfolio's history.

If more than 20% of your investable assets sit in one position, this conversation is overdue.

Explore how we approach concentrated equity at https://conwaywealth.com/insights/executives-concentrated-stock-positions/

Most business owners know they should have an exit plan. Very few actually have one.The gap between knowing and doing is...
05/01/2026

Most business owners know they should have an exit plan.

Very few actually have one.

The gap between knowing and doing is expensive. Not just in dollars lost to taxes, poor deal structure or bad timing. But in the stress of making irreversible decisions under pressure, with no roadmap.

Here is what we see in practice: the owners who plan early have options. They choose their buyer. They structure for tax efficiency. They decide what life looks like on the other side before they are already living it.

The ones who wait? They are reacting. To a buyer's timeline. To a health event. To a partner who is ready to move on.

If your exit is somewhere on the horizon, the right time to start planning is not when the offer comes in. It is now.

Visit conwaywealth.com to learn how we help business owners plan for what comes next.

Address

4 Campus Drive
Parsippany, NJ
07054

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+19732853640

Website

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