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Cliff O'Conner

Cliff O’Conner Named Five Star Wealth Manager for 2020

C.W. O’Conner Wealth Advisors, Inc. is pleased to share that our founder and president, Cliff O’Conner, has been named a Five Star Wealth Manager for 2020. Cliff has received the award since 2016. Five Star Wealth Manager Criteria To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including number […]

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Here’s How You Can Leverage Tax Savings and Other Planning Opportunities in a Volatile Market

Given the dramatic drop in equity markets over the past two months, investors may be preoccupied with continuous coverage of the coronavirus and its negative impact on markets and the economy. However, there are several significant planning opportunities – some of which are tied to recent market volatility – that you can do today.

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Kevin O'Conner

Kevin O’Conner Becomes a Certified Investment Management Analyst®

C.W. O’Conner financial advisor Kevin O’Conner recently received certification as a Certified Investment Management Analyst® (CIMA®). The CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA certification stands out among other financial certifications for its effective emphasis on the combination of theory and […]

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