Investment Management Services

Personalized Investment Management for your investing goals, reflected by dot graph

Let’s identify your investing needs and goals together.

Personalized, we take it seriously.

Our team works with you to identify your investing goals and values, and to determine your level of risk tolerance.

We then build a customized investment portfolio designed to work within your specific timeframe to achieve your personal and financial goals. Lets Meet

We use a range of investment vehicles for your portfolio, including:

ETFs & Mutual Funds, reflected by chart of financial markets

ETFs & Mutual Funds

Equities, reflected by chart

Equities

Taxable & Tax-Free Bonds, reflected by chart

Taxable & Tax-Free Bonds

Alternative Investments, reflected by pie chart

Alternative Investments

We act as a fiduciary, only offering advice in your best interest. We offer no proprietary products.

Ready for your personalized approach?

Call us today: (770) 368-9919

Download our 2024 Financial Planning Guide 

    C.W. O'Conner

    3175 Satellite Boulevard, Suite 110, Duluth, GA 30096

    © 2024 C.W. O'Conner.

    Legal Notice

    Form CRS
    Firm ADV 2A – CWO
    Firm ADV 2B – Cliff
    Firm ADV 2B – Kevin
    Privacy Policy

    Affiliations

    CW O'Conner Wealth Advisors
    Investments and Wealth Institute - IMCA Logo
    Fee Only Network

    Serving the Communities of:

    • Duluth, GA
    • Johns Creek
    • Greater Altanta Metropolitan area
    • Suwanee
    • Buford
    • Alpharetta
    • Lawrenceville
    • Sugar Hill
    • Peachtree Corners
    • Cumming
    • Athens and Surrounding Communities
    • Berkeley Lake
    • Milton
    • Big Creek

    Investment Advisory Services offered through C.W. O’Conner Wealth Advisors, Inc., a SEC registered investment adviser.