About O’HARA WEALTH MANAGEMENT INC.
O’HARA WEALTH MANAGEMENT INC. is a leading financial management firm that provides expert advice and services to clients. With a team of experienced and knowledgeable advisors, the company specializes in helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Creating personalized financial plans
- Managing investments
- Providing financial education and guidance
- Offering tax planning and preparation services
- Assisting with retirement planning
- Creating estate and legacy plans
Facts and Insights
Here are some important facts and insights about O’HARA WEALTH MANAGEMENT INC. and its services:
- Assets under management: $500 million
- Number of advisors: 25
- Years in business: 15
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Years in business |
|---|---|---|
| $500 million | 25 | 15 |
Financial Services Offered
O’HARA WEALTH MANAGEMENT INC. offers a wide range of financial services to its clients, including:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate and legacy planning
- Financial education and guidance
Client Types
The company serves a diverse group of clients, including individuals, families, and businesses. O’HARA WEALTH MANAGEMENT INC. takes pride in providing personalized services that cater to the unique needs and goals of each client.
Fees & Compensation
O’HARA WEALTH MANAGEMENT INC. operates on a fee-based model, meaning that the company charges a percentage of assets under management as compensation for their services. This ensures that the advisors’ interests are aligned with their clients’ goals, as their compensation is directly linked to the performance of their clients’ investments.
Background
The company was founded in 2006 by John O’Hara, a highly experienced financial advisor with over 25 years of experience in the industry. Under his leadership, O’HARA WEALTH MANAGEMENT INC. has grown to become one of the most trusted and reputable financial firms in the country.
Financial Advisor Disclosures to Know
As a financial advisor, it is crucial to be transparent and provide clients with all the necessary information they need to make informed decisions. O’HARA WEALTH MANAGEMENT INC. believes in full disclosure and always makes sure that clients are aware of any potential conflicts of interest or fees associated with their services.