As your single contact, we help simplify your financial life through our concierge service and integrated approach.
Investment Management
Financial Planning
Tax Preparation
Why choose Conger Wealth Management?
Choose us for the competence and the confidence we can inspire; stay with us because we get to know you, your families, your business, and your preferences. We assess your situation, articulate your vision, develop a strategy to achieve your goals and help you stay on track. We’ve been there so we can help you enjoy the good times and cope with the bad ones. In the end, we work hard to perform reliably and honor your trust.
Our Process
The Conger Process
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do You Have a Coordinated Retirement Blueprint?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is Your Portfolio Consistent with Your Flight Plan?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.