Experience Makes all the difference
The Conroy Group combines several decades of investment experience. Our mission is to develop customized, tax efficient wealth management solutions that integrate all aspects of our clients' financial profile, including strategic asset allocation, equity and fixed income risk management, trust and estate planning strategies, alternative investments and lending. Our clients include high net worth individuals, executives, business owners, family offices, foundations and endowments. We are committed to the highest level of client service.
UBS Financial Services Inc. does not provide tax or legal advice. You should consult with your tax and legal advisor regarding your personal circumstances.