WealthConductor

WealthConductor LLC was co-founded in 2017 by CEO Sheryl O'Connor along with partners Phil Lubinski, CFP®, and Tom O'Connor to develop retirement planning software called IncomeConductor focused on the advisor space. The company is passionate about providing an income distribution strategy that serves the needs of enterprise firms and financial advisors in meeting the challenges they face in service to their clients. Our revolutionary retirement income software provides a complete suite of support to financial advisors who want to re-define their value proposition as retirement income professionals and provide a time-tested income distribution strategy to their clients that is completely customized to their individual needs and goals. We partner with our community of advisors to continuously enhance our technology and supporting program to help them succeed in the income distribution market.