Strategic Wealth Management for
Engineers
Tech Professionals
Attorneys
Retirees
Business Owners
Explore strategies to help grow your potential and manage tax considerations with guidance from experienced financial professionals
Strategic Wealth Management for
High net worth individuals
Tech Professionals
Attorneys
Retirees
Business Owners
Explore strategies to help grow your potential and manage tax considerations with guidance from experienced financial professionals
Our Services
A Comprehensive Suite of Services
We offer a comprehensive suite of financial planning and wealth management services, each tailored to your unique situation and goals. Our holistic approach ensures every aspect of your financial life is carefully considered and optimized.
Cash Flow Planning
Manage your income and expenses with cash flow planning services. We help you understand and navigate your money flow to support financial stability and growth.
Investment Planning
Create a robust investment strategy tailored to your goals and risk tolerance. We focus on diversification, tax efficiency, and long-term growth to help you build and preserve wealth.
Education Planning
Plan for your children’s future education with smart savings and investment strategies. We help you navigate college funding options and create a sustainable education savings plan.
Risk Management Analysis
Identify and mitigate financial risks with our comprehensive analysis. We help you understand and prepare for potential financial challenges.
Retirement Planning
Work toward a retirement strategy with guidance tailored to your goals. We help you plan for financial confidence and stability in your later years.
Real Estate Analysis
Make informed real estate decisions with our analysis services. We evaluate property investments, financing options, and market conditions to help you develop your real estate strategy.
Major Life Decision Planning
Navigate life’s big decisions with confidence. We help you analyze and plan for major life changes while maintaining financial stability.
Estate Planning
Develop an estate strategy with structured guidance. We help you address tax considerations and work toward aligning your estate plans with your intentions.
Exit Planning
Create a successful exit strategy for your business. We aim to help maximize value and work toward a smooth transition, while striving to protect your interests.
Asset Protection
Safeguard your wealth with strategic asset protection planning. We help you implement legal strategies to protect your assets from potential risks and claims.
Tax Planning
Tax-aware planning to help you make informed decisions around income, investments, business ownership, and long-term goals.
Fractional CFO Services
Strategic financial guidance for business owners who need help with cash flow, profitability, planning, and key financial decisions.
Who We Serve
We Specialize in Tailored Financial Solutions for Discerning Clients
We specialize in crafting tailored financial solutions for discerning clients across industries. Our expertise spans from emerging entrepreneurs to established wealth managers, ensuring personalized strategies for every unique situation.
Business Owners
Entrepreneurs and business owners looking to enhance their tax strategy while scaling their companies.
High Income Earners
Medical professionals, lawyers, and executives seeking comprehensive wealth management and tax optimization strategies.
Tech Professionals
Software engineers, IT specialists, and tech leaders seeking guidance on RSUs, stock options, and long-term wealth building strategies.
Individuals & Families
Whether you’re just starting your financial journey or planning for a major life event, we provide personalized guidance to help you achieve your goals.
Pre-Retirees & Retirees
We help you confidently transition into retirement and create a sustainable income plan to enjoy your golden years.
You!
No matter your financial situation or stage in life, we’re here to help you achieve financial freedom and security. Your goals are our priority.
Our Team
Meet Our Team
Connor Low, CFP®, EA, ChFC®
Owner/CEO
Wealth Management Advisor
Connor Low is an Investment Advisor and Lead Financial Planner, as well as the founder of Iarann Wealth, a wealth management firm based in Durham, North Carolina. Born in New York, Connor later moved to North Carolina and has dedicated his career to delivering financial planning and investment strategies, helping clients build and preserve wealth through tailored solutions.
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Beyond finance, Connor has a strong interest in history, particularly ancient civilizations like Rome and Egypt. He is also a dedicated weightlifting and boxing enthusiast, training to build both discipline and resilience. An avid traveler, he enjoys exploring new places and cultures, deepening his appreciation for history and global perspectives.
Connor has been with his wife, Amie, for over 10 years, and she is not only his partner in life but also his best friend. Together, they share a love for adventure, personal growth, and building a meaningful life.
With Irish heritage tracing back to a family immigration from Ireland to New York in the 1930s, the name Iarann Wealth means ‘Iron’ in Irish Gaelic, which reflects both strength and resilience, principles that guide the firm’s approach to wealth management.
Esmeralda Quintero, CFP®, ChFC®, RICP®
Wealth Management Advisor
Esmeralda is a CFP® and Wealth Management Advisor at Iarann Wealth based in San Diego, California, where she specializes in helping high-performing women, particularly attorneys, to simplify and align their financial lives. With deep expertise in comprehensive planning and insurance strategies, Esme supports clients in using their wealth with clarity and intention.
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Esmeralda’s story begins in a first-generation Mexican-American household. Her parents immigrated to the U.S. as teenagers, and from a young age, she worked alongside them, cleaning houses and helping on construction sites. Those early experiences gave her a front-row seat to how money shapes opportunity, safety, and emotional well-being.
Driven by a desire to master personal finance and uplift others, Esmeralda became one of the youngest CFP® professionals in the country. She’s committed to helping others move from financial overwhelm to empowered decision-making.
Outside of work, Esmeralda enjoys cooking traditional Mexican cuisine and enjoying life with her partner, Ricardo. Together, they love traveling, beach days, reading, prioritize wellness, and values quality time with her family and friends.
Adam Haller, CFA
Director of Investment Management
Adam Haller is a seasoned professional in risk management and capital markets, specializing in fixed income portfolio management. With a diverse background spanning the Federal Reserve Bank of Richmond, large banks, and small independent lenders, he brings experience in banking and investment management.
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Before transitioning to finance, Adam began his career in international business and export operations for a global corporation. He is a CFA charterholder and an active volunteer in business associations and groups across central North Carolina.
Adam holds a Master’s in International Business Studies from the University of South Carolina and dual Bachelor’s degrees in Economics and Spanish from the College of Charleston. He currently resides in Raleigh, North Carolina, with his wife, Rona, and their three daughters.
Mackenzie Harbinson
Director of Client Experience
Mackenzie is originally from Hickory, North Carolina, and after graduating from the University of North Carolina at Charlotte, she relocated to Raleigh in 2022 to explore new opportunities. Since August 2023, she has been a valued member of Iarann Wealth, serving as the Director of Client Experience.
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Outside of work, Mackenzie is passionate about staying active and working out. She also enjoys traveling, cooking, and spending quality time with her close friends and family.
Our Pricing
Transparent Pricing Options
At Iarann Wealth, our pricing is transparent, competitive, and tailored to your specific needs. Every family, professional, and business we work with has unique goals, so we provide customized quotes based on the scope of work following an initial discovery conversation.
We offer three primary models, fee-based financial planning, one-off project engagements, and assets under management (AUM).
Fee-Based Planning
Fee-based financial planning engagements are comprehensive or project-based and may include retirement planning, equity compensation analysis, tax strategy, insurance review, or estate coordination. Fees for these services are quoted after our discovery call, once the scope and complexity of your plan are fully defined.
One-Off Project Engagements
Tax Planning and Fractional CFO Services are quoted as one-off projects based on scope, complexity, and client needs.
Assets Under Management
For ongoing investment management relationships, we operate under an AUM structure with a minimum of $1,000,000 in managed assets.
What to Expect
Every relationship starts with a complimentary discovery call, where we learn about your goals, values, and financial picture. From there, we outline a customized scope of work, present a transparent fee proposal, and ensure our incentives remain fully aligned with your success. There are no hidden costs or surprise charges, only a clear structure that evolves with your needs.
We intentionally do not publish fixed prices because no two clients, families, or businesses are the same. Some engagements are straightforward, while others involve complex strategies such as concentrated stock diversification, advanced tax planning, or multi-entity business coordination. Quoting after discovery allows us to design a solution that reflects your situation’s complexity and the value we deliver by ensuring you pay only for what you truly need.
Ready to Get Started?
Your first step is simple and obligation-free: schedule a complimentary discovery call to explore how Iarann Wealth can align your financial life with the bigger picture for your family, your business, and/or your future.
Schedule a consultation
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