Broker Check

Risk Management

Contact Us

Evaluate Risk With Management Services

Investing is one of the practical ways to grow your wealth. However, investments come with risks. To safeguard your assets while putting them to work, you need risk management services.

Why Financial Planning Requires Risk Management

Your risk tolerance depends on where you are on your financial journey and how you plan to use your funds in the future. For example, younger clients may be more comfortable with high-risk, high-return investments because they have time to recoup losses before retirement.

However, it's crucial to seek to minimize the chance of loss even in the above situation. Proper management helps to ensure you rarely have all your eggs in one basket, keeping the majority of your wealth safeguarded even if a venture fails.

How Advisors Manage Risk

First and foremost, our advisors openly communicate with clients about their investment options, changing goals and portfolio performance. With a thorough understanding of your unique needs, we can implement the appropriate strategies:

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Risk Governance

Reporting & Monitoring



Additionally, we diversify your investments among a variety of equities. For instance, we may recommend life insurance to protect funds intended for beneficiaries.

Why Contact O'Connell Wealth Management

The sooner you set up your portfolio, the sooner you can benefit from your excess wealth. The O'Connell Wealth Management is excited to help you grow your assets and enjoy the results of your hard work. Call 860-228-2036 or contact us online to find out more.


Thank you!