Connors Wealth Management
Who We Serve
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.
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