We are an independent financial services firm that has been helping our clients establish and maintain their long-term financial goals since 2009. If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to the point where you don't have to worry about whether your money is doing right by you.
We appreciate your interest in Connor Wealth Management and sincerely look forward to serving you. We want to send a warm welcome to John Shepard and the clients of Lockport Investment Management who have joined with us at Connor Wealth Management. This website will help you get acquainted with us and allow you to access your investment account.
We appreciate your interest in Connor Wealth Management and sincerely look forward to serving you. We want to send a warm welcome to John Shepard and the clients of Lockport Investment Management who have joined with us at Connor Wealth Management. This website will help you get acquainted with us and allow you to access your investment account.
Services
The people who work at Connor Wealth Management have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease. Eric W. Connor, CFP(R) is the president and founder of Connor Wealth Management and helps clients develop financial and personal goals and strives to help clients attain those goals.
When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation. That choice is made by people who don't know you, and they often impose sales quotas on the financial professional helping you.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
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