At O'Connell Wealth Management, we believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.
Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We believe our clients should never feel overwhelmed when seeking financial advice, which is why we make sure that you know you're our priority. From our first conversation with you, our goal is to make you feel comfortable in your decision to work with us. This means talking over your current financial status, helping you determine which investment options are suitable for you, and checking in with you often to help ensure you are still comfortable with your financial planning decisions.
LPL Registered Principal & Financial Advisor
LPL Financial Advisor & Professional Plan Consultant ™