A disciplined approach to wealth management and investing
The Connor Private Wealth Management Group provides comprehensive wealth management services helping you achieve your desired financial future as well as superior personalized portfolio management.
Our wealth management process is tailored to your unique individual needs. Financial and estate planning, tax minimization and risk management are essential to stewarding your wealth in alignment with your life goals and values. Our team includes the best of the best — top professionals with specialized expertise and experience with wealthy investors.
Investment management is the core of the wealth management process. We have developed proprietary investment models based on years of research and experience that we diligently follow. Our expertise is best suited to clients seeking a combined focus on income, long-term growth and capital preservation. We do not take risks following the latest theories in the media nor do we indulge in speculation searching for outsized returns. We believe in security and our disciplined approach to investing.
