Are You Aligning Life & Wealth®?

pie chart

It’s time your financial plan aligns with the parts of your life that matter most.

Discover Your Alignment Score

Get Your Score

Life Beyond The Numbers

Life and wealth are always connected. So why should financial planning only focus on the numbers? We help families find not only financial independence, but real happiness along the way.

Are You Aligning Life & Wealth®? Discover Your Alignment Score.

Conway Integrated Wealth Solution Process

Our proprietary process guides families to the financial strength and confidence they've worked so hard to achieve.

The Appraisal Orientation

Describe service provided

The Discovery Workshop

Collect all financial, legal, benefits and insurance information

The Design

Team analysis and review of strategic plan development

The Integrated Wealth Analysis

Explanation and rationale of strategic plan details


Strategic plan moves into action

Integrated Wealth Review Sessions

Ongoing review of plan and monitoring of changes

Read our special interview with Ilana Redstone

Conway's Connections

Learn how Diverse Perspectives Consulting founder and Aligning Life & Wealth Award® winner aligns her life and wealth by helping people and organizations more effectively communicate and understand differences.
Download Here

Thought Leadership

Top 100 Wealth Advisors

Sign up for our newsletter to get the most up to date financial and wealth building news available.

Integrated Approach

Integrated Approach

In The News

In The News

CWG Client Portal

CWG Client Portal