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 own a business with a partner, a buy-sell agreement is supposed to be the plan for what happens if one of you die...
09/01/2026

If you own a business with a partner, a buy-sell agreement is supposed to be the plan for what happens if one of you dies, becomes disabled or wants out. Sometimes they are created at formation and never revisited.

Three things tend to go stale quickly:

- The valuation formula, which may no longer reflect what the business is worth.
- The funding amount, usually life insurance, sized for a business worth a fraction of its current value.
- The triggering events themselves, which may not account for scenarios the business has since grown into, like a partner's divorce or disability.

When did you and your partners last review your business continuity planning?

Review yours before year-end. conwaywealth.com.

Families with real wealth can have excellent legal documents, but underdeveloped conversations. Three that get postponed...
08/31/2026

Families with real wealth can have excellent legal documents, but underdeveloped conversations. Three that get postponed longest and often matter most:

- What is this wealth actually for? What should it fund, protect and make possible across generations?

- Who is responsible if something happens? Who calls the attorney, who has access to accounts, who makes decisions if a parent cannot?

- What does the next generation understand about how the wealth was built and what is expected of them? Silence here does not prevent conflict, it guarantees it will happen without any shared understanding to fall back on.

Documents protect assets. Conversations protect relationships. Families need both.

We help families have these conversations. conwaywealth.com.

It is uncomfortable by design: talking about wealth transfer means talking about death, unequal expectations, and money,...
08/28/2026

It is uncomfortable by design: talking about wealth transfer means talking about death, unequal expectations, and money, often in the same conversation.

Most families would rather avoid it indefinitely. But the families who have the conversation, not just through legal documents, tend to navigate the actual transfer far better than the ones who did not.

It is a conversation about values: what parents want the next generation to understand about how wealth was built, what responsibility comes with receiving it and what they hope it makes possible.

When this conversation happens, conflict tends to shrink. Expectations align in advance. Grief does not have to compete with confusion about who was supposed to get what.

You do not need every answer to start it. You just need to start.

We help families navigate this conversation. conwaywealth.com.

There is a version of financial advice that works for almost anyone: save more, diversify, keep fees low. It is not wron...
08/27/2026

There is a version of financial advice that works for almost anyone: save more, diversify, keep fees low. It is not wrong. It is also not particularly useful once your life gets complicated.

A business owner weighing an entity restructuring needs something different than a retiree drawing down a portfolio. An executive managing equity compensation and blackout windows needs something different than someone navigating a divorce settlement. A family preparing for a multigenerational transfer needs something different than someone rebuilding after a health event.

The industry is shifting toward specialization for exactly this reason: generic advice increasingly feels like a mismatch for anyone whose financial life has real texture to it.

If your plan has ever felt like a template with your name filled in, that is worth paying attention to.

See how we plan around your specific life at conwaywealth.com.

Business owners have retirement plan options that employees simply do not: SEP-IRAs, Solo 401(k)s, and for the right pro...
08/25/2026

Business owners have retirement plan options that employees simply do not: SEP-IRAs, Solo 401(k)s, and for the right profile, defined benefit plans that allow for contributions many multiples higher than a standard 401(k).

The challenge is that most owners set one up years ago and never revisit whether it is still the right structure as income, profitability and staffing have changed.

A Solo 401(k) might have made sense at a smaller revenue level and now be leaving significant contribution capacity unused. A defined benefit plan, more complex to administer, might now make sense for an owner with several strong years and a desire to accelerate retirement savings meaningfully.

Are you using the plan that fits your business today, or the one that fit it years ago?

Let's find out which one fits now. conwaywealth.com.

Life insurance, disability insurance, umbrella coverage: Some people buy these and never review them again.But a policy ...
08/24/2026

Life insurance, disability insurance, umbrella coverage: Some people buy these and never review them again.

But a policy purchased in your thirties, before a business, a second child, or a meaningfully higher income, often no longer reflects what needs protecting. Coverage amounts that felt generous a decade ago can look thin against today's obligations.

When did you last confirm your coverage matches your current life, not the one you had when you bought it?

We can review this alongside your broader plan. conwaywealth.com.

Financial planning has historically been built around a familiar sequence: marriage, children, a home, retirement at a s...
08/21/2026

Financial planning has historically been built around a familiar sequence: marriage, children, a home, retirement at a set age. Most planning tools and rules of thumb still assume that shape.

Increasingly, they do not fit. Single professionals building wealth independently. Couples choosing not to have children, with a very different relationship to long-term care and legacy planning. Late starters, whether by circumstance or choice, building serious wealth later than the textbook assumes.

These households often have different housing strategies, different long-term care exposure and different ideas about what a legacy even means when it is not automatically directed at children.
None of that makes the planning harder. It makes the generic version of it wrong.

A plan built around your actual life, not the assumed one, tends to hold up considerably better.

Let's build a plan around your life as it actually is. conwaywealth.com.

Divorce restructures nearly everything about a financial life, often at the exact moment there is the least energy to th...
08/19/2026

Divorce restructures nearly everything about a financial life, often at the exact moment there is the least energy to think clearly about money.

Retirement accounts may get divided. Beneficiary designations, almost always overlooked in the moment, must be updated immediately. Estate documents written for a marriage that no longer exists need a complete rewrite, not a small edit. Insurance needs may shift. Tax filing status changes, sometimes for years of transition planning.

This is especially true for people in their fifties and beyond, where there is less runway to rebuild and often more complexity: business interests, larger retirement balances, blended family considerations.

If you are navigating this, or supporting someone who is, that rebuild deserves real attention.

We help people rebuild with clarity. conwaywealth.com.

Estate plans were built for a world of physical assets and paper accounts. A meaningful share of most people's financial...
08/18/2026

Estate plans were built for a world of physical assets and paper accounts. A meaningful share of most people's financial and personal lives now lives somewhere a traditional will was never designed to reach.

Cryptocurrency held in a wallet with no password on file anywhere. Brokerage and banking access secured by two-factor authentication tied to a phone that gets locked. Domain names, digital content and intellectual property with real value and no clear instructions.

Without a digital executor named and access instructions documented somewhere secure, families may never locate these assets, especially during an already difficult time.

This does not require a complete estate plan rewrite. It requires an inventory and a secure way to pass along access.

If your estate plan predates most of your digital life, that gap is worth closing.

Let's close that gap at conwaywealth.com.

A quarterly account statement tells you what happened. Returns, balances, performance against a benchmark. It is useful,...
08/17/2026

A quarterly account statement tells you what happened. Returns, balances, performance against a benchmark. It is useful, and it is also entirely backward-looking.

A financial plan is different. It tells your money what to do next: how much to hold in cash, when to harvest a loss, whether this is the year to accelerate charitable giving, how equity compensation should be exercised, what your estate documents need to reflect.

Not having a plan that is actively directing decisions before they need to be made can be detrimental to your desired outcomes.

If your relationship with your advisor is mostly reactive, reviewing what already happened rather than shaping what happens next, that is worth taking a look at.

See what a real plan looks like 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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