Chris Conmy

Your best interest is at the heart of everything Chris does. He always takes the time to get to know you and learn about your concerns, your goals, your family and your vision for the future so that he can make recommendations that are in line with your values and priorities.

With his designation as an Accredited Wealth Management Advisor, Chris brings a comprehensive skill set that spans investment and wealth strategies, tax planning, asset protection, and legacy planning. His focus on holistic planning, particularly tax strategies, can help enhance your long-term wealth.

His process is designed to educate you and empower you to make financial decisions from a position of strength and knowledge. While his focus is on performance and returns, it is often the strategies and the planning that help maximize your wealth over time while enhancing cash flow today and in retirement.

Understanding that the true value of a financial relationship extends beyond what appears on an account statement, Chris is committed to being your open and honest partner. He will support you through life’s financial decisions, helping you stay true to what matters most to you.

Outside of his professional life, Chris is a dedicated family man with three children. As a financial educator, he teaches essential skills for successful retirement planning. An avid reader with a strong interest in history, Chris also enjoys staying active through golf and skiing. His passion for travel, food, and wine further enriches his life and experiences.