About JOHNSON O’CONNOR WEALTH MANAGEMENT
JOHNSON O’CONNOR WEALTH MANAGEMENT is a leading financial services firm located in the heart of downtown. With over 20 years of experience in the industry, the firm has become a trusted advisor for clients seeking expert guidance and management of their wealth. The firm’s team of experienced advisors pride themselves on providing top-notch financial advice and personalized services to their clients.
Key Takeaways from JOHNSON O’CONNOR WEALTH MANAGEMENT
As a financial expert, JOHNSON O’CONNOR WEALTH MANAGEMENT offers a range of services to its clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm’s advisors work closely with their clients to develop customized financial plans that meet their specific needs and goals.
Facts and Insights
Here are some key facts and insights about JOHNSON O’CONNOR WEALTH MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 20 years |
Financial Services Offered by JOHNSON O’CONNOR WEALTH MANAGEMENT
JOHNSON O’CONNOR WEALTH MANAGEMENT offers a comprehensive range of financial services to its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
JOHNSON O’CONNOR WEALTH MANAGEMENT serves a diverse range of clients, including individuals, families, and businesses. Their advisors have experience working with clients from different backgrounds and industries, providing them with tailored solutions to meet their financial needs.
Fees & Compensation
JOHNSON O’CONNOR WEALTH MANAGEMENT charges a fee for their financial planning and investment management services. This fee is based on a percentage of assets under management and is fair and transparent. The firm does not receive any commissions or incentives for recommending specific products to their clients, ensuring unbiased advice and recommendations.
Background of JOHNSON O’CONNOR WEALTH MANAGEMENT
The firm was founded by John Johnson and Sarah O’Connor, two experienced financial advisors who shared a vision of providing clients with personalized and comprehensive financial services. They have a team of 10+ advisors who are all highly skilled and knowledgeable in their respective fields, allowing the firm to provide top-notch services to their clients.
Financial Advisor Disclosures to Know
JOHNSON O’CONNOR WEALTH MANAGEMENT prides itself on transparency and ethical practices. As such, there are no past or present disciplinary actions, legal or regulatory events, or conflicts of interest that should be disclosed for any of their advisors. The firm is committed to providing their clients with the highest level of integrity and professionalism.