Welcome to Connor Wealth Management, located in Boynton, FL. Our firm aims to provide personalized financial services to affluent and high net worth individuals who desire more than a traditional advisor or wirehouse broker. By focusing on your distinct needs and objectives, we strive to offer custom solutions aligned with your financial vision.
We value the relationships we have built with our clients, and over half of them represent second and third-generation families. A strong connection with one generation can potentially lead to opportunities with their heirs. Our primary source of new clients often comes from those who relocate to Florida, attracted by the pleasant climate and tax-friendly environment. Whether they continue to work remotely or embrace retirement, these individuals require new advisors, accountants, and estate planners. Our firm is available to assist with these needs.
At Connor Wealth Management, we prioritize our clients’ interests and utilize technology to improve the client experience and stay informed of industry developments. This enables us to provide relevant and up-to-date advice.
In essence, Connor Wealth Management aspires to offer a comprehensive approach to wealth management, providing customized solutions for affluent and high net worth individuals. Our team of experienced advisors collaborates on financial planning, reviewing and adapting plans as needed. Our services extend beyond investment management to include estate planning, tax planning, and risk management. If you are seeking a team of advisors that goes beyond the traditional, we invite you to schedule a no-obligation initial consultation.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.