Conroy Wealth Management
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Conroy Wealth Management, based in Webster, NY, specializes in fiduciary financial planning, offering customized strategies to help clients achieve their unique financial goals. With a focus on building trust and providing clarity, the firm guides individuals, families, and business owners through every stage of their financial journey, including retirement planning, investment management, and estate planning.
Founded by Kevin Conroy in May 2022, the company prides itself on establishing long-lasting relationships and delivering expert financial advice tailored to each client's needs. Supported by a dedicated team, including Client Relationship Manager Wendy McCarthy, Conroy Wealth Management fosters a family-like atmosphere while empowering clients to navigate their financial futures with confidence.
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