Founded in 1983, The Wealth Conservancy, Inc. is a fee-only Registered Investment Advisor that focuses on the human and emotional aspects of wealth, rather than just traditional financial management. They are known for creating the field of "wealth counseling," designed to help individuals, particularly inheritors, become comfortable and competent with their financial situations. The firm's mission is to empower clients to integrate their wealth with their personal values and life goals through a structured, supportive process.

Founded in

United States