There are several things that set C.W. O’Conner Wealth Advisors apart from other financial advisors. These include:
Our fiduciary role — As an independent Registered Investment Advisor, C.W. O’Conner Wealth Advisors has a fiduciary duty to offer financial planning, wealth management and investing advice that is in your best interest. We charge a fee for our services so no conflict of interest influences the advice we offer.
Our broad background and experience — In addition to wealth and investment management, we also have experience in business, real estate and retirement plan design. This broad and diverse background enables us to provide customized integration of modular financial planning services that cover the entire spectrum of your financial life.
Our personal, customized approach — No two individuals or families are alike. As a boutique wealth management firm, we give each of our clients the personal, individualized attention needed to create a customized financial and investment plan.
Our core values — Everything we do is based on our core set of values. We believe that keeping these values at the forefront is the best way to serve our clients’ best interests at all times.
Our focus on long-term relationships — We are not interested in just conducting short-term transactions for short-term clients. Instead, we want to create and nurture client relationships and partnerships that are built for the long term.