Conway Wealth Group Unveils "Aligning Life & Wealth" Initiative
- New client service initiative designed to re-orient thinking around investing and financial planning, establishes cohesive bond between financial and life goals
- Conway Wealth Group will present an annual Aligning Life & Wealth Award to an individual who embodies the ethos
PARSIPPANY, N.J., Dec. 20, 2016 /PRNewswire/ -- Conway Wealth Group, a wealth management firm that works with individuals and families, has launched a new initiative designed to change the perception that most people have when it comes to their finances: that they are separate from the other important aspects of their lives. The firm hopes to educate clients and anyone seeking greater harmony in aligning their financial life with their everyday life.
"When we recently asked acquaintances about their perception of what we do for clients, we were shocked at the responses," said Conway Wealth Group CEO Michael Conway. "It turned out they defined our value solely by portfolio returns. I don't blame them. Advisors have consistently failed to deliver the peace of mind they always promise. We quickly recognized the need for a dramatic paradigm shift and to lead clients toward aligning life and wealth. We're going to be much more intentional about how we communicate this."
In addition to changing the way clients perceive wealth management as part of their lives, Conway Wealth has created an awareness campaign designed to educate people about the importance of maintaining this perspective. Among the components of the initiative are regular videos, blogs, and the development of an award to be given to recipients who embody the spirit or the concept.
This year, Conway Wealth Group presented the Aligning Life & Wealth Award to Casey Neistat, a popular YouTube content creator whose videos have garnered more than a billion views from his nearly 6 million subscribers.
"Casey is the walking definition of aligning life and wealth," said Conway Wealth associate Zachary Conway. "He works harder than seems possible yet intuitively understands the value of having a plan that drives key decision making. We are honored to call him this year's recipient of the award and the embodiment of this initiative."
For more information on Conway Wealth Group, please visit: www.conwaywealthgroup.com
About Conway Wealth
Based in Parsippany, NJ, Conway Wealth Group provides comprehensive financial planning and investment management services to high-net-worth families. Conway Wealth CEO Michael Conway has more than 30 years of experience as a financial advisor serving C-suite executives, business owners, entrepreneurs, and professional athletes. Conway Wealth offers expert advice while coordinating all aspects of a financial plan to guide families toward Aligning Life & Wealth®.
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SOURCE Conway Wealth Group
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