C.W. O’Conner Wealth Advisors, Inc. is an Atlanta based independent wealth management firm located in Peachtree Corners, Georgia. For more than 20 years, we have provided customized integration of modular financial planning services for individuals, families, executives, and business owners.
Our areas of expertise include investment management, business consulting and advisory, estate planning, real estate consulting, and retirement plan design and implementation. We strive to build long-term relationships and partnerships with all of our clients.
As an independent Registered Investment Advisor, C.W. O’Conner Wealth Advisors has a fiduciary duty to act and make decisions that are in the best interests of our clients, not our firm. Our advice is unbiased and objective. Therefore, you can rest assured that all of our recommendations are based on what we believe is in your best interest and well-being.
We take a holistic approach to wealth management that integrates all the key areas of your financial life, including saving, investing, retirement, and more.
We design customized investment portfolios based on our clients’ goals and values and then monitor their performance and report the results on a regular basis.
We provide business advisory and consulting services in a wide range of areas, including business entity structure, ownership transactions, and financial statement review.