C.W. O’Conner Wealth Advisors provides a wide range of comprehensive wealth management services for individuals, families, business owners, and executives. Our wealth management services include:
Investment management — We start by identifying your goals, values and risk tolerance. Based on these, we will design a customized investment portfolio. Then we will monitor and review your portfolio’s performance and communicate the results to you on a regular basis.
Business advisory services — Our business background uniquely qualifies us to offer practical, hands-on advice in the areas of business entity structure, ownership transactions, and financial statement review, among others.
Estate and family planning — We can help you prepare necessary estate planning documents (including wills and trusts) and review them regularly with you to make sure they reflect any changes in your personal and financial circumstances. In addition, our services include incapacity and elder care; philanthropic planning; educating children; and financial and social capital.
Real estate consulting — We have a number of years of direct, hands-on experience in management, valuation, and refinancing of commercial real estate. Therefore, we can offer advice and consultation in this area.
Retirement and pension plan design — Many businesses offer a qualified retirement plan in order to recruit and retain the best employees. We can help you design and implement the right plan for your business and workforce, whether this is a 401(k), profit sharing, cash balance, defined benefit, or other type of plan.