A complete list of active advisors currently associated with C.W. O'Conner Wealth Advisors, Inc.

Warmer can help you find a great advisor at C.W. O'Conner Wealth Advisors, Inc. or one who fits your needs even better.

C. W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser with a three-advisor team managing roughly $264.6 million for about 135 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm develops client-specific strategies after an initial suitability review and offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing. It may recommend third-party investment advisers for all or part of a client’s portfolio and includes selection of such TPAs in its advisory services while not sharing in the TPA’s advisory fees; the firm also incorporates non-investment consulting such as real estate and income tax planning when appropriate. Noteworthy features include a long operating history (since 1995) and a relatively small advisory team managing a substantial asset base, with approximately $30.7 million reported as assets under advisement. The firm does not accept performance-based fees, does not vote client proxies, may serve as trustee for certain client accounts, and discloses use of standing letters of authorization for third‑party wire transfers while affirming it meets the conditions that avoid a surprise custody audit.

To learn more about the advisors currently working at C.W. O'Conner Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.