C.W. O'Conner Wealth Advisors, Inc.
At C.W. O’Conner Wealth Advisors, Inc., we help clients define their financial goals and create solutions to reach those goals. We present clients with concrete action plans to bring innovative opportunities to life.
We are constantly elevating our knowledge base and enjoy staying on top of trends and ideas in investments, financial planning and portfolio strategies. Our industry experience in real estate and tax serves as a strong foundation for continued learning.
At C.W. O’Conner Wealth Advisors, Inc., we help business owners, corporate executives, individuals and their families make better financial decisions.
We help business owners with all aspects of their business and personal wealth management needs, including business entity structure, ownership transactions, retirement plans and financial statement review. Our scope is wider than most advisory firms, given our multi-industry experience and background in business, real estate and tax matters.
We help executives and individuals build and protect their wealth through investment planning, estate plan management, philanthropic planning, and plans for educating children and grandchildren. We understand the tax implications of various employer-provided benefits and stock options, and help our clients navigate the best use of these benefits.