Our job is to help preserve the rewards of your labor-from early career through retirement. We'll take the journey with you and provide guidance on how to achieve your financial goals. We work with clients we respect and treat them accordingly. When managing your assets, we act as a fiduciary and are obligated by law to put our clients' interests ahead of our own.
We sell no proprietary financial products and are fee based. Whether you work with us, or someone else, you should have full confidence that your financial advisor knows you well, understands your goals, and is making prudent investment decisions on your behalf. 2,218 Connecticut wealth managers were considered for the award; 283 (13 percent of candidates) were named 2017 Five Star Wealth Managers.
We sell no proprietary financial products and are fee based. Whether you work with us, or someone else, you should have full confidence that your financial advisor knows you well, understands your goals, and is making prudent investment decisions on your behalf. 2,218 Connecticut wealth managers were considered for the award; 283 (13 percent of candidates) were named 2017 Five Star Wealth Managers.
Services
As leader of Conry Asset Management, Brendan is proud to provide individuals and businesses with expert investment and financial planning guidance-as he has been doing since 1985. The firm was founded with the goal of offering a local, independently owned boutique firm as an alternative to traditional brokerage houses.
Establishing a 401(k) retirement plan shows that you care about your employees-an important first step. That plan then becomes an independent legal entity, separate from your business and subject to strict regulation by the Department of Labor. Advisors at Conry Asset Management are well versed in Department of Labor fiduciary rules as they hold the Accredited Investment Fiduciary(R) (AIF(R)) designation.
Everyone is at a different stage in life. Careers have a life cycle, family relationships evolve, personal and health issues come and go. There is no standard path, nor is there a standard plan when it comes to financial issues. We start with an overall assessment of your situation-touching upon estate and tax issues, insurance requirements, educational plans, health issues, and intergenerational goals.
All communities benefit from charitable efforts-whether for educational, social, health, historic, religious, or cultural purposes. We support those activities by helping trustees with their fiduciary duties. First, we can suggest an investment policy that defines how endowment funds are to be managed and what spending policies are appropriate.
At Conry Asset Management, we pride ourselves on the deep relationships we foster with our clients. As an independent, boutique investment and consulting firm, we are positioned to meet the needs of discerning individuals and nonprofit and for-profit businesses. We have chosen to work with a select number of clients to maintain personal, caring service.
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