C.W. O'Conner Wealth Advisors, Inc.

At C.W. O’Conner Wealth Advisors, Inc., we help clients define financial goals and choose their next best steps. We co-create action plans for strategic change and impactful results. We meet you at whatever planning stage you're at in life. We move at your pace, with no quotas, sales pitches, or hidden agendas. because we believe in full transparency and the ease of doing business.  We start our long-term relationship by listening to what matters most to you. Acting as your fiduciary, we help you address risks and opportunities from all angles.

We constantly increase our knowledge base and seek to understand trends in investments, financial planning, and portfolio management. Our industry experience in real estate and tax serves as a strong foundation for business owners, corporate executives, individuals, and their families to make better financial decisions.

We focus on personal and business wealth management needs, including entity structure, consulting, ownership transactions, retirement plans, and financial statement review. Our scope is wider than most advisory firms because of our independence as an RIA. We love to help clients build and protect wealth through investment planning, estate plan management, philanthropic planning, and education funding. We understand the tax implications of various employer-provided benefits and stock options and leverage the best use of these benefits.