CONNECT

Address:

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

Douglas R. Conoway, CFP®, ChFC®

Douglas R. Conoway, CFP®, ChFC®

Advisor Emeritus/Supervising Principal

My goal is to do my best to ensure that those on the cusp of (or already enjoying) their retirement have the security, peace-of-mind, and flexibility needed to have a fulfilling lifestyle and follow their retirement dreams. What I do is so much more than investment analysis; there's a tremendous personal component as well. I am always seeking to identify additional ways to assist and support my clients.

I take my role as a fiduciary very seriously, which means making recommendations based solely on the best interests of our clients. I also take great pride in doing my job well, which, for me, means that I've achieved the highest level of trust and confidence with my clients.

Since 1986, I have had the honor of helping people attain their financial and personal goals. After 13 years as an American Express Financial Advisor, I left to follow my own dream of starting an independent Registered Investment Advisory Firm, Wealth Management Group, LLC.

My credentials include the two primary financial planning accreditations: CERTIFIED FINANCIAL PLANNER certification and the Chartered Financial Consultant® designation. I am a Five-Star Advisor on the Paladin Registry.

Check the background of this investment professional on FINRA's Broker Check.

Phone (585) 241-5900
Fax     (585) 244-5416
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck