C.W. O’Conner Wealth Advisors was founded in 1995 as an independent professional wealth management firm. Why independent? Because from Day One we wanted to offer unbiased advice to our clients free from all potential conflicts of interest. This ensures that our clients’ interests come first.
We do much more than just wealth management, though. Our specialty is providing to individuals, families, business owners, and executives comprehensive advice that ties together all aspects of each client’s financial life, both personal and business.
Everything we do is based on our core set of values:
- Hard work
- Continuing education and self-improvement
- Giving back
We believe that keeping these values at the forefront is the best way to serve our clients’ best interests at all times.