Conaway Conaway

Conaway & Conaway is a wealth management firm based in Tustin, California. Founded in 1996 by Jim and Lorraine Conaway, the company employs 6 people and generates over $10,000 in annual revenue. C&C Wealth Strategies specializes in income and wealth preservation, offering services such as ROTH conversions, rollovers, pension maximization, and income and portfolio analysis. The firm works closely with clients, utilizing a systematic approach and collaborating with tax and legal advisors to develop customized strategies. C&C Wealth Strategies emphasizes a commitment to client education and personalized support. Jim and Lorraine Conaway, along with their advisors and staff, continuously seek new ways to help clients achieve their financial goals. The firm aims to build lasting relationships with clients and their families through ongoing guidance and support. Clients seeking wealth management services can visit Conaway & Conaway's website at conawayandconaway.com.