O’DONNELL WEALTH MANAGEMENT is a well-respected financial firm that has been serving clients for many years. The team at O’DONNELL WEALTH MANAGEMENT is committed to providing expert financial advice and guidance to their clients, helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Helps clients achieve their financial goals
- Dedicated team committed to client success
Facts and Insights
As of 2021, O’DONNELL WEALTH MANAGEMENT manages over $500 million in assets, has a team of 10 highly experienced and knowledgeable advisors, and has been in business for over 20 years. These numbers are a testament to the firm’s success and reliability.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
Financial Services Offered
O’DONNELL WEALTH MANAGEMENT offers a wide range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, and more. These services are tailored to each client’s individual needs and goals, ensuring that their financial plan is the best fit for their unique situation.
Client Types
O’DONNELL WEALTH MANAGEMENT serves a diverse client base, including high-net-worth individuals, families, and businesses. The firm’s team of advisors has experience working with clients from various backgrounds and industries, making them well-equipped to handle any financial situation.
Fees & Compensation
O’DONNELL WEALTH MANAGEMENT operates on a fee-based compensation model, meaning that their fees are based on a percentage of the client’s assets under management. This ensures that the firm’s interests are aligned with their clients’ success, as they only earn more when their clients’ assets grow.
Background
O’DONNELL WEALTH MANAGEMENT was founded by John O’Donnell in 1999. With over 40 years of experience in the financial industry, including working for large firms such as Morgan Stanley and Merrill Lynch, John saw the need for a more personalized and client-focused financial firm. Since then, the firm has grown and established itself as a top wealth management firm in the area.
Financial Advisor Disclosures to Know
O’DONNELL WEALTH MANAGEMENT prides itself on their transparent and ethical approach to financial advising. The firm has no disclosures and has a clean disciplinary record, giving clients peace of mind knowing that their assets and financial future are in capable and trustworthy hands.