About O’Boyle Wealth Management, Inc.
O’BOYLE WEALTH MANAGEMENT, INC. (OWM) is a top-rated financial advisory firm that specializes in providing personalized wealth management solutions to individuals and families. With a team of experienced and knowledgeable advisors, OWM helps clients navigate the complexities of their financial lives and achieve their long-term goals.
How Does the Advisor Help Clients – Key Takeaways:
- OWM offers personalized and comprehensive wealth management solutions to clients.
- The team of experienced advisors takes a holistic approach in managing clients’ financial needs.
- OWM provides a wide range of financial services to help clients achieve their long-term goals.
- The firm has a proven track record of success in helping clients create and maintain wealth.
Facts and Insights
Here are some key facts and insights about O’BOYLE WEALTH MANAGEMENT, INC.:
- Assets Under Management: As of 2021, the firm manages approximately $500 million in assets.
- Number of Advisors: OWM has a team of 5 experienced advisors who work closely with clients to achieve their financial goals.
- Time in Business: OWM has been in the wealth management business for over 20 years, since its founding in 2001.
This indicates that the firm has a strong and stable foundation, with a team of experienced advisors who have a deep understanding of the financial markets and investment strategies.
Financial Services Offered
OWM offers a wide range of financial services to help clients achieve their financial goals, including but not limited to:
- Investment management and portfolio construction
- Retirement planning
- Estate planning
- Tax planning and management
- Education planning
- Insurance solutions
The firm takes a comprehensive approach in managing clients’ finances, addressing not only their investment needs, but also their long-term financial goals and objectives.
Client Types
OWM primarily serves individuals and families who are seeking personalized and comprehensive wealth management solutions. Their clients include high-net-worth individuals, business owners, and retirees.
Fees & Compensation
As a fiduciary, O’BOYLE WEALTH MANAGEMENT, INC. is legally obligated to always act in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, and they do not receive any compensation from third parties for recommending specific investment products.
This fee structure aligns the firm’s interests with those of their clients, ensuring that their advisors provide the best possible financial advice and recommendations.
Background
O’BOYLE WEALTH MANAGEMENT, INC. was founded in 2001 by John O’Boyle, a seasoned financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown to become one of the most reputable and successful wealth management firms in the country.
The firm’s team of advisors has a wide range of expertise and qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. This enables them to provide clients with a diverse set of perspectives and solutions when it comes to managing their finances.
Financial Advisor Disclosures to Know
OWM has a clean regulatory record and has not faced any disciplinary actions or sanctions from any regulatory bodies. As a fiduciary, the firm is committed to transparency and always puts their clients’ best interests first.