A complete list of active advisors currently associated with O'Connor Wealth Management, Inc.

Warmer can help you find a great advisor at O'Connor Wealth Management, Inc. or one who fits your needs even better.

O'Connor Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, and charitable organizations, and also provides 401(k) plan administrative services to qualified plan sponsors. Its primary offering is a Wealth Management Service that combines discretionary investment management with an ongoing, issue‑specific financial planning component included within the advisory relationship. The firm emphasizes strategic, long‑term asset allocation and constructs customized portfolios using equities, fixed income, ETFs, mutual funds and, in some cases, adviser‑managed variable annuities, managing client accounts on a discretionary basis with continuous monitoring and the ability to accommodate client‑imposed restrictions. OWM also manages ancillary accounts tied to existing relationships and requires a TradePMR/Wells Fargo custody arrangement for its Wealth Management Service. Noteworthy distinctions include principals who are licensed insurance agents and may recommend life insurance or annuity products (and receive commissions), and one principal’s separate tax planning/preparation business conducted at the same address—conflicts of interest that the firm discloses and addresses. The firm receives technology and other economic benefits through its TradePMR relationship, generally does not aggregate client trades, allows supervised persons to trade the same securities as clients, and leaves proxy voting to clients, practices that differ from many peers and may affect trade execution and proxy handling.

To learn more about the advisors currently working at O'Connor Wealth Management, 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.