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

Conway Wealth

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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/

10/15/2026

Preparing the next generation can involve age-appropriate conversations about family values, financial responsibility, stewardship and the purpose behind shared wealth.

Starting those conversations before a transfer occurs may help families build understanding without expecting every detail to be shared at once.

Share what has worked in your family below, or see how we support these conversations at conwaywealth.com.

10/14/2026

We don't sell a destination unless we love it. Full stop.

Oli Corkhill joins Michael Conway on Aligning Life and Wealth Podcast to share why real luxury isn't about volume... it's about trust, care and knowing every chalet can truly deliver. Leo Trippi would sacrifice growth before sacrificing quality.

Because the best ski holidays aren't booked. They are crafted.

Discover expertly curated ski chalets across the Alps and beyond.

https://youtu.be/LmQmoJmB1R4

10/13/2026

Deferred compensation, unvested equity and retention awards can be meaningful parts of a long-term financial plan. They can also influence the timing of a career move, retirement or other major decision.

Periodically reviewing how these benefits align with your goals can help preserve flexibility.

To review how your compensation package supports your goals, visit conwaywealth.com.

10/12/2026

Planning a ski holiday for multiple generations? It's an art and Leo Trippi has mastered it.

Oli Corkhill joins host Michael Conway on Aligning Life and Wealth to discuss how fully serviced luxury chalets cater to every age group, from the youngest skiers to the most seasoned.

Happy kids, happy group. It really is that simple.

📩 Learn more in the newest episode.

https://youtu.be/LmQmoJmB1R4

10/11/2026

Estate planning is not only about estate-tax exposure. It can also help document your wishes, identify decision-makers and coordinate how assets pass to the people and causes that matter most.

If your documents have not been reviewed after a major life change or in several years, it may be time for a conversation with your estate attorney.

If your documents have not been reviewed in a few years, that conversation can start at conwaywealth.com.

10/10/2026

What if your ski holiday started with a yacht?

Oli Corkhill sits down with Michael Conway on Aligning Life and Wealth Podcast to share how Leo Trippi curates extraordinary ski experiences, from Courchevel and St. Moritz to heli-skiing off explorer yachts. 50+ destinations. Every detail handled. Zero compromises.

The mountains are waiting. The only question is which ones.

Discover your perfect ski chalet option in our latest episode.

https://youtu.be/LmQmoJmB1R4

10/09/2026

High earners may still have potential paths to Roth assets, including backdoor and mega backdoor Roth strategies when the applicable rules and plan features allow.

These approaches can create unintended tax consequences if executed incorrectly, so it may be appropriate to review them with your tax and financial professionals before acting.

Before acting on either strategy, review the details with your tax and financial professionals. You can reach ours at conwaywealth.com.

10/08/2026

In a world optimized for scale, Oli Corkhill runs one of the most awarded luxury travel companies on the planet and his growth strategy is intentional restraint.

Twelve consecutive years as the world's best ski travel agent. Not despite saying no to things that don't meet the bar. Because of it.

It's a reminder that the most successful businesses and the most fulfilled lives are often built around what you choose not to do.

That's the philosophy behind this week's episode with Oli on the Aligning Life and Wealth series.

https://youtu.be/LmQmoJmB1R4

10/07/2026

A business sale, retirement, inheritance or transfer to the next generation can change more than a balance sheet. Each may involve tax, liquidity, estate and family considerations. Which transition do you think families benefit from discussing earlier?

Tell us which one in the comments, or see how we help families plan transitions at conwaywealth.com.

10/06/2026

The best ski trip your family ever took wasn't about the mountain. It was about the experts helping you plan it.

In this episode, Oli breaks down what luxury ski travel actually looks like when it's done right: from unlocking homes that aren't publicly listed, to building multi-generational itineraries where grandkids and grandparents both leave happy.

It's a conversation about care, access, and the art of knowing when to say no.

Watch the full episode now: https://youtu.be/LmQmoJmB1R4

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

http://www.conwaywealth.com/

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