Clients often describe their first meeting with me as a turning point.
I’ll walk you through the big picture, explain the steps ahead, and simplify the complex—without overwhelming you with jargon or pressure.
Book a meeting today:
- Virtual, phone, or in-person
- No cost or obligation
- Get your financial questions answered
- Get your own comprehensive financial projections so you can be sure you’re making the best decisions for you and for your family
- Personalized strategies for retirement, estate, and tax planning
What our clients say
I can’t say enough great things about working with Conor Amyot. In a world where smart investing is more important than ever, having someone trustworthy and knowledgeable by your side makes all the difference—and that’s exactly what he brings to the table. He’s not only incredibly informed and strategic, but also genuinely cares about clients. He consistently keeps in touch, provides regular updates, and makes sure you fully understand your options before making any decisions. That kind of transparency and communication is rare and so valuable.
– Marianna G.
Conor Amyot showed us a better way to invest, using a focused approach on what we needed. We have since worked with Conor to secure a mortgage renewal, and insurance to round out our financial picture. We have also referred him to our family and now our daughter, son, father, two brothers and sister all deal with Conor for their financial needs. Conor has a customer centric focus and a hands-on approach when dealing with clients. He truly cares about clients and their financial well-being.
– Warren Y.
Conor has been amazing. Ever since he has been working with me, he has taken my best interests into consideration. Started as me only, but he has been able to find solutions for the entire family. I recommend him to everyone looking for some solid finance planning.
– Greg F.
My wife and I have found Conor Amyot to be very professional and proactive in his approach to our investment needs. He has been very engaging with us to ensure we know what's happening in the markets and how our investments have been performing. We would highly recommend Conor to anyone looking for a financial advisor.
– David M.
Conor has been extremely helpful and attentive to our financial needs over the years, and has now been walking the financial journey with our children. I would recommend Conor to anyone looking for financial coaching or advice as his posture is one of educating, encouraging and equipping each client in building a financial plan that suits them.
– Brian B.
I’m Conor Amyot, and I work with people who want more than a product—they want a plan they understand, advice they trust, and support they can count on. I bring together investment planning, retirement income, estate strategies, insurance, and tax-efficient planning into one clear path forward. I specialize in helping families through life’s big transitions, including widowhood and estate transfer. With my approach to wealth management, you’ll never feel rushed, overlooked, or unsure about what comes next. You’ll always know where you stand—and what steps to take.
Financial planning for high-net-worth individuals and families
I provide financial planning for widows & survivors, families, and high-net-worth individuals who are ready to make smart, lasting decisions about their wealth—especially in times of transition. Clients I work with most often include:
