The O'Connell Wealth Blueprint
A Partnership for Your Financial Confidence
- Our Approach
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.
- Our Services
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 Goals
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.
