Conry Asset Management | Kensington, CT
Reliable and Supportive
Helping you create a solid foundation for your financial freedom
At Conry Asset Management, we are your pillar of strength delivering strategies to navigate changing financial markets. Together, we will take the journey to provide astute guidance and help pursue your goals with a tax-sensitive customized portfolio.
Structurally Sound Guidance
We specialize in Fee-Only Investment Management, Tax and Estate Consulting, and 401(k) Consulting. You can also leverage our capabilities to help direct the efforts of your estate planning attorney and CPA.
What Makes Us Unique?
It 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.
Experience Matters
You will enjoy the confidence and reassurance that comes with our more than 35 years of experience helping successful high-net-worth individuals and families who seek tax-advantaged income and conservative growth portfolios.
See What Our Clients are Saying
We pride ourselves on the deep relationships we foster with our multigenerational clients. When you partner with us, you are a valued member of our Conry Asset Management family. See why our clients praise us.
Caring for Our Community
We are deeply engaged and committed to the communities where we work and live. Learn more about the causes we support.
