Experience Makes all the difference
Our mission is to help our clients create the future they want and partner with them to make it a reality. We help our clients identify and prioritize their financial goals so we can provide disciplined strategies for clients to accumulate, grow, protect and ultimately distribute their wealth. We view ourselves as a boutique firm on behalf of individuals, families and institutions we serve, The Hanvey Conner Group combines the vast investment and research resources of UBS Financial Services. Our value to clients stretches well beyond wealth management, extending to guidance and solutions for every aspect of your financial life.
The Hanvey Conner Group works with High-Net-Worth individuals, families, and institutions. We take an individualized approach to help clients address their financial needs. We truly enjoy understanding not just of our clients’ goals, risk tolerance, liquidity needs, and objectives, but of their lives, family, interests and passions. Our approach is to "know you" and truly reflects in our philosophy of working closely with clients to help them live the lives they want and plan for the future. We work and coordinate with our client's professional partners, such as attorneys and accountants, to bring solutions to complex issues. We take pride in helping our clients with daily life events like buying a car, a home, or helping client understand social security benefits.