How does the advisor help clients – Key Takeaways:
O’Connor Wealth Management, Inc. is dedicated to providing expert financial guidance to their clients, helping them achieve their goals and secure their financial future. They offer a comprehensive range of services and have a team of experienced advisors who are committed to putting their clients’ needs first.
Here are some key takeaways about how O’Connor Wealth Management helps their clients:
- Personalized financial plans tailored to each client’s unique goals and needs
- Proactive communication and regular reviews to ensure their clients’ plans are on track
- Expert advice and guidance on investments, retirement planning, tax strategies, and more
- A client-centric approach that puts the client’s best interests first
Facts and Insights
O’Connor Wealth Management, Inc. was founded in 1995 and has been providing quality financial services to clients for over 25 years. Their team of advisors has a combined experience of over 100 years in the industry, making them a trusted and reliable source of financial expertise.
As of January 2021, here are some insights about O’Connor Wealth Management:
- Assets under management: $500 million
- Number of advisors: 5
- Time in business: 25+ years
Financial Services Offered
O’Connor Wealth Management, Inc. offers a wide range of financial services to help their clients achieve their financial goals. Some of the services they provide include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
O’Connor Wealth Management, Inc. works with a diverse range of clients, from individuals and families to businesses and non-profit organizations. They are dedicated to helping each client achieve their specific financial goals, regardless of their background or financial situation.
Fees & Compensation
O’Connor Wealth Management, Inc. operates on a fee-only basis, meaning they are compensated only by the fees their clients pay for the services they provide. This ensures that their clients’ best interests are always the top priority, as they have no financial incentive to recommend certain products or strategies.
Their fees are based on a percentage of the assets under management, with rates varying depending on the complexity of the services provided and the size of the client’s portfolio. All fees are fully disclosed and transparent.
Background
O’Connor Wealth Management, Inc. was founded by John O’Connor, a financial expert with over 35 years of experience in the industry. He and his team of advisors are dedicated to helping their clients navigate the complex world of finance and make informed decisions about their money.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’Connor Wealth Management, Inc. is legally required to disclose any potential conflicts of interest or past disciplinary actions to their clients. Here are some key disclosures to be aware of:
- No regulatory or disciplinary actions have been taken against the firm or its advisors
- No legal or bankruptcy proceedings have been filed against the firm or its advisors
- No conflicts of interest that could potentially affect their clients’ financial well-being