Our business is intended to provide unparalleled financial services to individuals and their families as well as corporations and foundations. Our mission is to provide clients with complete, made-to-measure financial solutions, an integrated suite of management options and highly personalized, effective and confidential services.
The O’Donnell Wealth Management team works closely with various types of clients including:
Our approach is based on the following principals:
Everyone should have a financial plan and we will work with you to address your current plans or create/modify a plan if necessary.
We strive to work with other industry professionals such as your accountant and lawyer to ensure everyone is focused on your goals.
We will customize our investment solutions for each situation and use judgement, care and integrity when choosing an investment product to suit your needs.
Our investment recommendations are based on vigorous screening and analysis which is closely monitored on an ongoing basis.
As a professional Wealth Manager, I offer ongoing financial planning advice to my HNW clients in all of their life-stages.