The Conway • Jarvis Experience
Our goal is to create an atmosphere of ease and clarity when it comes to managing your assets. We craft and execute a customized investment plan based on an understanding of your personal and financial objectives.
Our services are tailored to meet your specific needs and provide the support you require to achieve your life-time financial goals.
Questions to ask Yourself:
- Have you made an Investment Plan?
- Do you have the time to execute your Plan and monitor its progress toward success?
- Have you been actively managing your investments according to Plan?
- Are you amending your Plan as your life progresses?
- Are you routinely reviewing and evaluating the results achieved?
- Are you meeting your definition of success?
If you answered yes to all of the above, you’re doing just fine on your own. If not, you may want to partner with a professional financial advisor you can trust. Together, we can craft and execute a plan that best fits your needs and accomplishes your goals.
Why Conway • Jarvis?
We believe a successful client-advisor relationship is forged with an understanding of a client’s long-term goals and values, as they apply to family and lifestyle. These are unique to everyone and that’s why we’ve rejected the “one-size-fits-all” approach that some advisors use. We’re always mindful that this process is about you, not us.
Building trust requires time to gain an understanding of not only where you are today but where you want to be over the course of a lifetime. Many firms use intermediaries and sales representatives to interact with clients. Our clients meet and interact directly with those who manage their financial assets.
We handle the day-to-day details of investing so you can live your life. Using our broad range of expertise, insight, and resources we design and execute financial strategies to help you realize the future you’ve envisioned for yourself and your family.
Who is the Conway • Jarvis Client?
Our clients are primarily individuals and their families with both personal and business assets. Whether it’s a transition from a professional career to retirement, managing an estate or trust, or funding a college education, a Conway Jarvis client is provided the counsel and tools to successfully navigate through the milestones achieved over the course of their lifetime.
Our Clients typically:
- Are too busy to devote the expertise and time to successfully managing their assets.
- Want to outsource the day-to-day oversight and management of their assets.
- Value a trusted relationship with a Financial Advisor.
The firm suggests that a prospective client have minimum of $500,000 of financial assets available for management. This requirement may be waived under certain circumstances. Family assets can be aggregated to meet the minimum requirement. This requirement does not apply to related entities of existing clients.