The term “wealth management” can mean different things to different people. At C.W. O’Conner Wealth Advisors, we take a comprehensive approach that we call Wealth Management Planning (WMP). This integrates all the key areas of your financial life, including investment management, business consulting and advisory planning, and more.
The WMP approach starts with an in-depth planning session during which we will identify your broad financial goals and objectives. These will encompass every area of your life: saving, investing, retirement, your children’s educations, taxes, estate planning, your business, and more. We will then integrate all of this into a comprehensive financial and wealth management plan that looks at your entire financial situation from a big-picture perspective.
Since no two individuals or families are the same, we don’t try to fit all of our clients into the same WMP box. Instead, we devise and implement a customized financial and wealth management plan for each individual client. As a boutique wealth management firm with a limited number of clients, we can give each client the personal, individualized attention needed to create a customized financial and wealth management plan.