Conry Asset Management

Who We Are

At Conry Asset Management, we pride ourselves on being a reliable and supportive partner in helping you create a solid foundation for your financial freedom. Our team of experienced professionals has been serving successful high-net-worth individuals and families for over 35 years, providing customized investment and consulting services that are tailored to meet your unique needs and goals.

Our Story

Our firm was founded on the principles of independence, objectivity, and a commitment to providing fiduciary-level services to our clients. We believe that every individual deserves a personalized approach to managing their finances, and we're dedicated to delivering strategies that help you navigate the ever-changing financial markets. Our goal is to provide astute guidance and help you achieve your goals with a tax-sensitive customized portfolio.

How We Help

We offer a range of services designed to help you build and manage a successful financial portfolio. Our Fee-Only Investment Management approach ensures that we always consider what is in your best interest, without any conflicts of interest. Our Tax and Estate Consulting services help you outline the most effective charitable giving plan and strategies to leave the most money to your heirs. Additionally, our 401(k) Plan Consulting services help you build a successful retirement plan by offering innovative solutions, comprehensive consulting, and business value.

Our Services

Our services are designed to provide you with a comprehensive approach to managing your finances. From investment management to tax and estate consulting, we're committed to helping you achieve your financial goals. Our services include:

• Fee-Only Investment Management
• Tax and Estate Consulting
• 401(k) Plan Consulting
• Estate Planning Attorney and CPA Support

What Makes Us Unique

What sets us apart is our hands-on portfolio management skills, process, and approach. When you work with us, you'll see that we proactively monitor and manage your portfolio, so you can spend your time doing what you love. Our team of experienced professionals has the knowledge and skills to create a solid foundation for your financial freedom.

Meet Our Team

Our team is led by Brendan T. Conry, Founder and Principal of Conry Asset Management. With over 35 years of experience, Brendan is a seasoned professional with a passion for providing customized hands-on strategies for every client. Our team is dedicated to delivering exceptional service and personalized attention to each and every client.

Our Testimonials

Don't just take our word for it - our clients rave about our services and the deep relationships we foster. We pride ourselves on being a trusted partner and a valued member of our Conry Asset Management family.

Giving Back

We're committed to giving back to the communities where we work and live. We're deeply engaged and committed to supporting local causes and charitable organizations.