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ABOUT

Conversant Wealth

At Conversant Wealth, we are passionate about your success. This unwavering conviction is the reason we launched our own independent wealth management firm. For more than 20 years, we developed our knowledge of financial solutions at an institutional brand. But we wanted to elevate how we can best serve our clients.

Conversant Wealth is our promise to you that your interests will always come first. You are not a number in a system to us. You and your family are a relationship we are committed to safeguard and endure together. With empathy and a commitment to personal attention, we offer you our expertise and counsel in gratitude for entrusting us with your financial life and aspirations. We will customize a financial plan for you, build a personalized investment portfolio, and research other financial solutions that align with your values, your needs, and your objectives.

We will work tirelessly to become conversant in everything that matters to you and your family.

We invite you to begin a conversation with us today.

Our

Approach

As your trusted advisor and fiduciary, we strive to be your first call to discuss every financial matter that touches your life. To earn that confidence, we will surround you with a genuine empathy for the challenges you face and the goals you wish to pursue.

Our

Solutions

Conversant Wealth offers a full range of financial planning and investment management, including personalized asset allocation and meticulously diversified portfolios. We collaborate with your other trusted advisors, such as attorneys and accountants, to create a comprehensive set of holistic solutions.

Our

Team

As a highly collaborative team, the principals of Conversant Wealth bring together individual expertise that enhances the integrated solutions we can deliver for you and your family.

Meet the Conversant.
Wealth team.

Your Questions,

Our Answers

01

What will change?

Your day-to-day experience with us will not change. However, a key decision underlying our move...

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02

How do I know my assets will be safe with Charles Schwab?

Charles Schwab is one of the world’s largest custodians with over $4.05 trillion in client assets. Charles Schwab meets industry standards...

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03

Why wasn’t I told sooner about your decision to launch a new firm?

While it has been our promise to launch Conversant Wealth in a professional and respectful way...

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04

How will the launch of Conversant Wealth affect me directly?

The quality of the service you’ve come to expect from us will not change. If anything, we are committed to only improve and elevate...

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05

How will I benefit?

Because our firm is very team-oriented, you’ll benefit from the collaborative approach we take in serving you.

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06

Why did you create your own firm?

Our desire to help our clients achieve the very best in their lives drove us to be independent. We needed the freedom and flexibility...

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07

Will the way you manage money change in any way?

What won’t change are the core strategies we use to manage your assets – customized to your needs.

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08

What about my existing banking services?

The Conversant team is available to help you with automating bill payments...

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09

What happens now?

We would be honored to continue to work with you. We are sending you the paperwork required for us to transfer your accounts...

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Partnered

Independence

As a Sanctuary Wealth Partner Firm, Conversant Wealth is able to leverage best-in-class technology, complete operational infrastructure support and an open architecture environment that allows for access to an unrestricted array of investment vehicles, including unique opportunities available only through the Sanctuary Wealth (“Sanctuary”) network of partner firms.