O’BOYLE WEALTH MANAGEMENT, INC.
O’Boyle Wealth Management, Inc. is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a highly experienced team and a commitment to personalized service, O’Boyle Wealth Management, Inc. is dedicated to providing clients with expert financial guidance and support.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial recommendations based on clients’ specific needs and goals
- Assists clients in creating and maintaining a comprehensive financial plan
- Offers investment management services to help clients build and protect their wealth
- Provides ongoing education and support to help clients make sound financial decisions
- Access to a team of dedicated financial experts
Facts and Insights
Founded in 2005, O’Boyle Wealth Management, Inc. has been helping individuals, families, and businesses achieve financial success for over 15 years. The firm is headquartered in New York City and has a team of 10 advisors who are committed to putting their clients’ needs first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Wealth transfer and succession planning
Client Types
O’Boyle Wealth Management, Inc. serves a wide range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- Trusts and estates
Fees & Compensation
O’Boyle Wealth Management, Inc. charges a fee based on a percentage of assets under management. This fee is determined by the complexity and size of each client’s portfolio. The firm does not charge commissions or fees for transactions, ensuring that their advisors’ recommendations are always in the best interest of their clients.
Background
The founder and CEO of O’Boyle Wealth Management, Inc., John O’Boyle, has over 25 years of experience in the financial industry. He has built a team of highly qualified advisors with diverse backgrounds and expertise. Together, they strive to provide clients with the best financial guidance and support possible.
Financial Advisor Disclosures to Know
O’Boyle Wealth Management, Inc. has a strict code of ethics and transparency is a top priority. Clients can find all necessary disclosures and information about the firm on their website, including any potential conflicts of interest and the firm’s disciplinary history, if any.