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ABOUT US

Profile Picture - Pete Conway

I am an independent Financial Advisor who is passionate about educating my clients about their pre-retirement and retirement plans and choices. As an educated client, you are empowered to make the best choices for you and your family. I am a Fiduciary; I conduct my business according to the highest standards of honesty, integrity, and fairness, ensuring that my clients’ best interests are always the foundation for my financial advice.

My team and I build customized financial plans with risk managed investment portfolios to meet our clients’ specific goals, needs, and risk tolerance. A financial plan without a tax plan is not a complete plan. Active tax planning prior to and during retirement is key to a successful retirement. I utilize proactive tax reduction strategies which allow my clients to enjoy a more tax-efficient lifestyle and help avoid tax problems in the transition of passing on your wealth to your heirs.

I began my career in 1986 at the Chicago Mercantile Exchange where I facilitated trades in Financial Futures and Options for institutional clients. In 1999, I left the Futures business and started a new career as an independent Investment Adviser Representative, IAR. Professional, experienced, and responsive, I value and understand your need for integrity and transparency. My approach to both life and business is about building lasting relationships. I believe that having a trusted advisor who gives you advice tailored to your short and long-term financial goals is of the utmost importance.


The biggest blessing in my life is my wife Sara and my two sons Liam and Ethan. I am a native Chicagoan and a lifelong Chicago Sports Fan. When I can, I enjoy skiing, biking, and volleyball.

About Pete

Pete

Tax Preparers

Investment Team

To help you with investment management, we partnered with Brookstone Capital Management (www.brookstonecm.com). Brookstone Capital Management is a well-established Investment firm which currently has 8.4 Billion of assets under management.

 

Brookstone Capital Management and Wealth Financial Services & Tax Advisory are independent of each other and maintain separate offices.

Get To Know Our Team

At Wealth Wise Financial & Tax Advisory, we believe financial empowerment starts with education. We're passionate about educating and guiding our clients towards informed decisions that build a secure and prosperous future for themselves and their families.

Our experienced professionals go beyond simply managing your assets. We develop strategies and solutions tailored to your unique needs. Our goal is to bring clarity and peace of mind by helping you achieve your financial goals, from planning for retirement to securing your family's future.

 

We invite you to explore our website and learn more about how Wealth Wise can help you navigate your financial journey.

Get In Touch Today

Let us help you build a life strategy that minimizes stress and maximizes happiness.

Dean Zayed

Darryl Ronconi

Mark DiOrio, CFA

Matt Lovett

Alex Bobin, CFA

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