Overview

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Conger Wealth Management is a three-person, fee-only wealth management firm offering financial planning, tax preparation and asset management located in Little Rock.

Since beginning the firm in 2005, CWM President Cindy Conger, CPA/PFS, CFP®, has empowered individual clients to make financial choices with confidence. Clients choose the Conger Wealth Management team for the competence and the confidence they inspire. They stay with Conger Wealth Management because the CWM team members get to know the clients, their families, their businesses and their preferences. CWM services help clients financially, organizationally and emotionally.

The Conger Wealth Management team guides clients from where they are to where they want to be through pure, unbiased financial advice. CWM does not sell products or receive commissions from any third parties. This allows the company to be objective in its strategies and recommendations.

Conger Wealth Management uses a proven planning process that involves working closely with clients and their other advisors to identify issues and review alternatives. CWM team members assess client situations, articulate their visions, develop a strategy to achieve their goals and help them stay on track.

Investments are the implementation of a portion of a financial plan, and Conger Wealth Management believes in setting personalized investment guidelines, then following those guidelines as a part of the overall plan. CWM clients each have a personalized investment policy statement that guides how their money is invested.

Conger Wealth Management offers a special MillennialGen option to help bring clients’ children into the fold to make smart financial decisions. For a low annual fee, they receive help with financial planning, tax returns and asset management.

Cindy will take a sabbatical July 1–December 31, 2016. She will be living her dream of a six-month stay in a country house in the chateau region of France and will be in regular contact with CWM team members. Watch for weekly posts from her “Plan Your Dream” blog.