InvestmentNews Interview: How to Help Clients Align Their Lives With Their Wealth.
InvestmentNews Interviews Michael Conway, CEO of Conway Wealth Group
Michael Conway, CFPÂ®, ChFCÂ® wants advisers to remember that what drives a client’s happiness. It is not basis points and portfolios, but all of the other things in life including personal relationships and health. Â Michael Conway talks to InvestmentNews about delivering the traditional benchmarks of financial planning for high net worth clients. Also, he talks about aligning real life factors that scientifically contribute to real happiness through financial planning. Â Additionally, Michael manages a highly experienced staff at his New Jersey-basedÂ wealth management advisory firm, Conway Wealth Group, LLC.