When new clients walk into Conway Wealth Management, owner Greg Pillow wants them to leave with a clear and extensive picture of their financial situation and how they can move forward to achieve their goals, whether it be saving for retirement, a house, or a child’s future education.
“It’s a job where you can truly make a difference in someone’s life and help someone,” Pillow said. “It’s meaningful work. To see clients execute what we’ve planned over the years is fulfilling.”
Conway Wealth Management started in 2013 as a two-person shop with Pillow and Rita Stapleton, operations manager, and has since grown to a seven-person staff, including four financial advisors with decades of experience.
“I’ve learned through the years that having good people is probably one of the most important things because you can’t do everything yourself,” Pillow said. “We have good, good people who are helping us grow and provide great service to our clients.”
Pillow is joined by fellow financial advisors Nancy Jackson, Taylor Shouse, and Jeff Wicks. Receptionists Kathleen Strack and Sandra McCoy round out the local financial planning office.
As an independent firm, Pillow said it allows his team to provide the best of both worlds: the services of a big-name firm from a local staff of experts.
Conway Wealth Management offers comprehensive financial planning.
“We do a full, comprehensive plan that involves retirement, investments, insurance analysis, and talk about tax situation and estate planning,” Pillow said. “We look at all the areas of their finances.”
Many prospective clients are scared to visit a financial advisor, Pillow said, but it’s something everyone needs to do.
“A lot of people are worried they won’t stack up, they’re not prepared, or they’re just apprehensive. They don’t want to be embarrassed,” he said. “We don’t do that. We meet with our clients, work out a plan, and if you’ve done all these steps beforehand, that’s great, but if not, we help set you on the path to achieving those things.”
The typical new client at Conway Wealth Management comes in for an assessment and a follow-up appointment with recommendations. After that, there’s a meeting once or twice every year to make sure things stay on track.
Pillow said the firm’s approach gives its clients the confidence to navigate the ups and downs of the market, strengthen their financial standing, and build wealth over time.
“If we’ve done that comprehensive planning on the front end, it’s designed to withstand these kinds of events,” he said. “We anticipate these events in our planning so that our clients can weather those things.”
Conway Wealth Management is located at 825 Parkway St. It is open 8:30 a.m. to 4:30 p.m. Monday through Thursday and 8:30 a.m. to 3 p.m. Friday.