Meet CONA Wealth
CONA Wealth is a boutique financial planning and investment management firm serving individuals and families as well as entrepreneurs and business owners who want more than cookie-cutter advice. With advisors based on the West Coast and in the Midwest — and the ability to work virtually with clients nationwide — we provide personal, tailored guidance wherever life takes you.
We believe financial planning is not a one-time event but an ongoing process that evolves with your life. As your goals and priorities shift, your strategies should too. Our collaborative approach is designed to help ensure your financial plan is flexible, personalized, and aligned with what matters most to you — today and in the future.
As a client, you get clarity, ongoing advice, and an accountability partner to help your finances stay on track as you navigate life.
CONA Values
Sincerity
Honest, genuine advice and a relationship built on trust — always
Competence
Confidence in knowing your finances are guided by deep expertise and thorough attention to detail
Sophistication
Customized, refined strategies that fit your unique goals and life circumstances
Adaptability
Stay ahead of life’s changes with proactive guidance that adjusts your plan before surprises arise
Approachability
Clear conversations and guidance that make complex financial decisions easy to understand and act on
