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Our Team

Where Money Meets Meaning

Founded in 2022, Convey Wealth Management was built on the understanding that people convey a message with how they invest.

Whether you're building wealth for your family's future, supporting charitable causes close to your heart, or preparing to transfer assets to the next generation, your financial decisions reflect your deepest values and aspirations.

While we maintain offices in both Massachusetts and California, we proudly serve clients nationwide. Our virtual capabilities and comprehensive planning approach allow us to deliver exceptional service regardless of your location. We understand that great financial advice shouldn't be limited by geography, and we're committed to being accessible to clients wherever they may be.


YOUR VALUES,
OUR FOUNDATION

We always do what's best for the client and try to give them more than they expect from us. This isn't just a statement – it's the foundation of every recommendation we make and every interaction we have. As fiduciaries, we are committed to putting your interests first and ensuring that our guidance is aligned with your financial well-being.

How We Help

Our Founder 
Meet Bill Nugent CFP®, EA

I founded Convey Wealth Management as a solo firm, so I can personally handle every aspect of client service. This hands-on approach allows me to provide the personalized attention that every client deserves.

My career in the financial services industry spans over 27 years, with 15 of those years spent at Fidelity and the remainder with other firms. During my career, I spent a great deal of time working with nonprofit and public sector clients who profoundly shaped my approach to financial planning through their dedication to caring for others. These mission-driven professionals were an inspiration to me and reinforced my own commitment to service.

Contact Us 
We’re Ready When You Are

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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