Your Financial Journey Starts Here
Chart A Course Today To Pursue Your Tomorrow
Focused On Your Future
Preserve A Legacy That Will Last
Planning For All Of Life's Moments
We're Here For You Through Every Stage Of Life
We offer a wide variety of services all geared to help you with your financial goals.
Generational Wealth Planning
At O'Connell Wealth Management, we believe in the power of enduring relationships built on trust and open communication. It's the cornerstone of our success. Our dedicated team is committed to addressing your individual goals and lifestyle needs.
Managing your wealth goes beyond numbers and investments. It's about preserving your financial future, preserving your legacy, and working toward achieving your dreams.
Asset Management: We build tailored portfolios aligned with your timeframe, risk profile and goals. Our active management seeks to maximize returns while working toward minimizing volatility.
Generational Wealth Planning: Our estate planning strategies and trust services help preserve and transition wealth to your heirs while seeking to reduce taxes and fees.
Risk Management: Determine your risk tolerance and create a safeguard while working to grow your assets.
401(k) Planning: We work to help ensure you know your planning options and help you to make informed decisions about your future.
Our goal is to help you reach your financial goals through personalized guidance and trustworthy relationships built on open communication. Focusing on asset management, generational wealth planning, risk management, and 401(k) planning, we're here to guide you every step of the way. We take complex financial strategies and explain them in simple, understandable terms. With customized guidance, we help you become more financially literate and confident.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Thoughtful insight on market news
Helpful documents provided by the LPL Research Team
Curated articles, videos, and more for a financially savvier you
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Unlock Your Financial Potential Today
Your financial journey begins here. From enjoying your golden years to managing financial risk, O'Connell Wealth Management is your partner in financial independence. To explore your possibilities, contact us today. Your financial confidence awaits.
Guiding You Towards Financial Clarity
We are more than just financial advisors; we are your partners in wealth management.
Every client deserves to feel valued and understood. Our goal is to ensure you feel confident in all your financial decisions. Whether planning for retirement, seeking investment opportunities, or safeguarding your family's future, we've got you covered.
We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.