Conroy Wealth Management

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Conroy Wealth Management Conroy Wealth Management provides full service financial planning. We assist pre-retirees, retirees

My logo shows my commitment to my clients:
The “Dara Knot” is an Irish symbol which means “Oak Tree” in the Gaelic language. The Irish saw the Oak Tree is a symbol for wisdom, power, endurance and strength
• Wisdom: Provide advice and guidance towards financial clarity
• Power: Positioning you for growth and prosperity financially and in life
• Endurance: Long term planning for you and the next generation
• Strength: Serving as a protector of your finances and family

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable givin...
10/11/2026

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable giving in the years ahead:
▪️Beginning in 2026, non-itemizers may deduct up to $1,000 ($2,000 for couples) for cash donations to qualified charities.

Some limits apply, so it may be a good time to discuss the changes with your tax, legal, or accounting professional.

Policy Giving Impact

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer off...
10/08/2026

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer offered a match, and 84% say they're more likely to give when matching is available. Awareness can make all the difference.

Impact Gifts Support

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over ...
10/05/2026

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over $374 billion. Small acts of generosity may add up to something much larger.

Impact Back

Corporate giving plays a major role. About 65% of Fortune 500 companies offer matching gift programs, yet between $6–$10...
10/02/2026

Corporate giving plays a major role. About 65% of Fortune 500 companies offer matching gift programs, yet between $6–$10 billion in eligible matching funds go unclaimed each year. That means donor generosity may go further than many realize.

Giving Gifts Giving

Charitable giving continues to be a major force for good. In 2024, donations in the U.S. reached $592.5 billion, reflect...
09/29/2026

Charitable giving continues to be a major force for good. In 2024, donations in the U.S. reached $592.5 billion, reflecting the impact of strong financial markets. From individuals to corporations, generosity remains a key part of the economy.

Giving Impact

If you live to 95, will your money?If you're too aggressive, will you come up short? Too conservative, and you leave qua...
08/26/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need ...
08/19/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

There are four ways to approach risk. You can ignore it or avoid it entirely. Or manage it carefully. Or transferr it th...
08/12/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or manage it carefully. Or transferr it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
08/05/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

Building financial freedom takes more than cutting back—it also means growing forward.This July, think about how you’re ...
07/14/2026

Building financial freedom takes more than cutting back—it also means growing forward.

This July, think about how you’re investing in yourself.
✔ Are you learning new skills?
✔ Taking courses to grow your career?
✔ Exploring new income opportunities?

Let your higher earnings support your bigger dreams: an early retirement, a second home, starting your own business—whatever financial independence means to you.

This summer, let’s raise a toast to progress, growth, and the freedom that comes from putting your goals into motion.

Address

Webster, NY
14580

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15853474838

Website

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