Sunnyvale, CA Office

Conway Partners provides wealth management, financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm serves both individual and high-net-worth clients (a common focus among peers) while also engaging with institutional plan sponsors and insurance company clients.

The firm’s investment approach emphasizes diversified, asset-allocation portfolios built largely with low-cost ETFs and, when appropriate, third‑party independent managers, following Modern Portfolio Theory principles and ongoing monitoring of manager alignment with client objectives. Conway Partners also offers retirement plan consulting and tailored financial planning services (including tax, estate, cash flow, and stock-compensation planning) and provides advice on held-away products such as variable life insurance, annuities, and employer-sponsored accounts.

Distinctive features include the firm’s work with insurance company clients — a relatively uncommon client type for firms in this category — and its explicit handling of held-away insurance and annuity contracts. The firm is fee-only, accepts authority to debit client accounts (resulting in custody), uses standing letters of authorization for certain disbursements, conducts proxy voting under formal procedures, and performs ongoing due diligence of independent managers.