Our Process

What’s an investor to do?
You’ve likely heard your friends and colleagues lament that “all advisors are alike”. They’re quick to make a sale, but promises of ongoing communication and regular reviews are quick to fall into the pile of good intentions.

At Convery Wealth, we’d like the opportunity to prove to you why we’re different. We follow a disciplined approach to establish a professional relationship with our clients, and we follow a prescribed ongoing communication template in which we’ll establish and confirm your communication expectations as well as deliver against those expectations.