The Life & Wealth Network was born from the belief that the advisory industry has led clients to assume that portfolio returns define financial security, family livelihood, and true happiness. Beyond money management, we understood that advisors needed to better address the parts of life beyond the numbers that matter most to families.
The company’s team aligns decades of experience and expertise in wealth management, impact, and storytelling.
Zach is the Managing Director of Conway Wealth. He is the founder of The Leader Board, a peer advisory platform that supports founders building businesses making an impact beyond the bottom line. Zach is also the cofounder of Seeds, a tech-enabled asset management platform that empowers advisors to deliver portfolios that align financial goals and personal values.
Michael has spent more than 35 years building successful high-net-worth advisory firms as a shareholder of Summit Financial and the CEO of Conway Wealth, focused on leading clients toward Aligning Life & Wealth. Michael is also the cofounder of Seeds, a tech-enabled asset management platform that empowers advisors to deliver portfolios that align financial goals and personal values.
Does your company provide a service in an area of life that advisors should discuss with clients? Become an advocate for helping families align the parts of life that matter most.