Broker Check

Connors Wealth Management

Connors Wealth Management


Who We Serve

Are you... 

A Retiree or Pre-Retiree (looking to retire in 5-10 years)?

Employed or previously employed as a Doctor, Lawyer, Engineer, or similar profession?

Looking to preserve your wealth, create a legacy, or live the retirement lifestyle of your dreams?

If you answered yes to those three questions, you just might fit who we serve here at Connors Wealth Management.  

Our Mission 

To offer clients custom solutions in creating sustainable retirement income and delivering an exceptional client experience. 

Why Connors Wealth

At Connors Wealth Management, every relationship begins with a discovery process.

  • Determine Household Income Needs:  Wealth Plan
  • Investment Risk Analysis:  Riskalyze
  • Wealth Plan + Riskalyze = Custom Portfolio
  • Connect the Dots to Create a Sustainable Retirement

Transparency in Investments

  • We remove Investment Fund Expenses
  • Our clients know exactly what they own as investments
  • Dynamic Online Portal for Performance Reporting, Financial Planning & Portfolio Risk Management

Service & Communication

  • Custom Weekly Market Commentary
  • Monthly Advisory Letter & Portfolio Updates
  • Personal Phone Calls from the team
  • Face-to-Face Quarterly Reviews
  • Client Appreciation & Educational Events

Experience the Difference

More Resources

More Attention

More Service