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/

If you are charitably inclined, the second half of the year is when the planning really matters.A few strategies worth k...
06/15/2026

If you are charitably inclined, the second half of the year is when the planning really matters.

A few strategies worth knowing about as we move through 2026:
✅ Donor-advised funds let you take the deduction now and grant to charities over time. Useful if you have a high-income year and want flexibility in where the money ultimately goes.

✅ Qualified charitable distributions allow those 70.5 and older to give directly from an IRA, satisfying required minimum distributions without the amount hitting your taxable income.

✅ Gifting appreciated securities means you avoid capital gains and get a deduction at fair market value.

Bunching multiple years of charitable gifts into one year can push you over the standard deduction threshold and increase your overall tax benefit.

None of these are complicated. But they require coordination between your financial plan and your tax strategy, and they require action before year-end.

If giving is part of your plan, now is the right time to design it.

Learn how we integrate charitable planning into your broader strategy at conwaywealth.com.

Volatility is not new. Every year has its version of uncertainty. Every quarter can bring headlines that to make you rec...
06/13/2026

Volatility is not new. Every year has its version of uncertainty. Every quarter can bring headlines that to make you reconsider your strategy.

What often separates the people who come out ahead is not a better prediction of what markets will do. It is a plan built to weather what they cannot predict.

That means appropriate diversification. A spending strategy that does not depend on a single year's return. A cash reserve that lets you stay invested when others are selling. And an advisor who helps you stay rational when emotions are running high.

We are not in the business of calling market movements. We are in the business of making sure your financial decisions outlast whatever the market does next.

Is your plan built for uncertainty or just for when things are calm?

If you are not sure, it is worth finding out. Start at conwaywealth.com.

Retirement implies stopping. Transition implies moving toward something.The language matters because it shapes how you p...
06/11/2026

Retirement implies stopping. Transition implies moving toward something.
The language matters because it shapes how you plan.

People who retire often focus almost entirely on the financial side: do I have enough, when can I stop, what is my withdrawal rate? These are important questions. But they are not the whole picture.

People who think of it as a transition ask different questions. What am I moving into? How will I structure my time? What relationships matter most in this next phase? What does contribution look like when I am not tied to a title?

The financial plan has to hold up. But it has to hold up in service of a life you actually want to live. And that life does not design itself.

We believe the best retirement planning conversations are as much about who you are becoming as they are about your portfolio.

Which word feels right for where you are headed? Let us know in the comments. 👇🏼

Explore how we approach life and financial transitions at conwaywealth.com. Visit us today!

06/10/2026

Someone asks for an update and you spend five minutes explaining everything you did before finally getting to the point.

Sound familiar?

Matt Plummer, CEO of Zarvana, calls it the flip-flop challenge. Most professionals communicate process first and answer last. But your audience does not want the journey but they want the destination.

The problem is that after 10 or 20 years of communicating one way, the habit is deeply ingrained. Knowing the right approach is not enough. You need structure, practice, and feedback to actually change it.

That is exactly what this conversation is about.

Listen to the full episode at the link below.
https://youtu.be/0zZur9MJPuo

Most people think that once they have a will or a trust in place, they are done.But a document that does not reflect you...
06/09/2026

Most people think that once they have a will or a trust in place, they are done.

But a document that does not reflect your current life and your current wishes is not protection. It can be a liability.

We consistently see three things go wrong:

✅ Outdated beneficiary designations that override a carefully written will.

✅ Trusts set up for a tax environment that no longer exists.

✅ Powers of attorney that name someone who is no longer the right person.

Estate planning is a living process. It should be reviewed when your assets change significantly, when your family changes and when the law changes, which it often does.

If you have not looked at your estate documents in the last three years, that is a gap worth closing.

See how we approach estate planning as an ongoing process at conwaywealth.com.

06/08/2026

AI is not making us smarter. At least not automatically.

In the latest episode of our podcast, Matt Plummer, CEO of Zarvana, makes a point in our latest podcast episode that every leader needs to hear. The more we rely on AI without a strong thinking framework underneath it, the more our critical thinking muscles quietly atrophy.

The teams winning with AI are not the ones using it the most. They are the ones who know how to structure their engagement with it — what to put in, and how to evaluate what comes out.

AI output is a starting point, not a final answer. The judgment still has to come from you.

Listen to the full episode at the link below.
https://youtu.be/0zZur9MJPuo

This is what AI done right actually looks like.In our latest podcast episode, Matt Plummer of Zarvana shares how the rig...
06/05/2026

This is what AI done right actually looks like.

In our latest podcast episode, Matt Plummer of Zarvana shares how the right AI tools allow teams to stop working in theory and start working in reality, insights and decisions that reflect what is actually happening on the ground, in real time.

Not generic. Not abstract. Relevant to the exact work your team is doing every single day.

That is the difference between using AI as a shortcut and using it as a genuine force multiplier.

Listen to the full episode at the link below.
https://youtu.be/0zZur9MJPuo

The framing we grew up with may not serve us anymore.Retirement as a destination: work hard, save enough, stop. That mod...
06/04/2026

The framing we grew up with may not serve us anymore.

Retirement as a destination: work hard, save enough, stop. That model may have made sense when people retired at 65 and lived another 10 years.

It might not hold up when you are 58, healthy and financially prepared, staring at potentially 30 more years of life.

The question is not just "do I have enough?" It is "enough for what?" What do you want those years to look like? What gives you structure? Purpose? Connection?

These are not soft questions. They shape how much you spend, where you live, what risks you take and what kind of legacy you leave.

At Conway Wealth, the most important retirement planning happens at the intersection of finances and identity. Both deserve serious attention.

What does your next chapter look like?
Start that conversation at conwaywealth.com.

Most professionals are great at executing tasks. But in the age of AI, ex*****on alone is not enough.In our latest podca...
06/03/2026

Most professionals are great at executing tasks. But in the age of AI, ex*****on alone is not enough.

In our latest podcast episode, Matt Plummer of Zarvana makes the case that critical thinking is not a trait you are born with, it is a skill that can be trained, structured, and measured.

He breaks down how teams can make better decisions, communicate more effectively, and stop relying on gut instinct when a repeatable process would serve them far better.

And yes, he addresses AI directly because while it can be a powerful tool, it can also quietly erode the very thinking skills your team needs most.

If you lead a team or are responsible for developing talent, this one is worth your time.

Listen to the full episode at the link below.
https://youtu.be/0zZur9MJPuo

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.

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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