CONFIDENTLY PURSUE YOUR FINANCIAL GOALS

FINANCIAL PLANNING
INVESTMENTS
RISK MANAGEMENT

WE KNOW YOU WANT TO AVOID MAKING COSTLY MISTAKES WITH YOUR MONEY.

Sadly, many fall victim to the conflicting messages they hear all around them.

HOW MUCH IS CONFUSION COSTING YOU? YOUR GOALS? YOUR FUTURE?

If you saw a clear path to confidently pursue your financial goals, what would that be worth to you?


SCHEDULE A CALL

“When it comes to making smart choices with your money, many people hear conflicting messages and don’t know where to start. At O’Connor Wealth Management, we help individuals and families understand and make wise financial decisions, so they can pursue their goals with confidence.”

   –Tim O’Connor, Founder


                        


SCHEDULE A CALL

we’ll help you make smart choices with your money today, to enjoy a confident tomorrow.


FREEDOM

Be free to do the things you want to do

IMPACT

Make a difference in the lives of those you love

ASSURANCE

Rest easy, knowing your future will be okay

THE O’CONNOR WEALTH MANAGEMENT ADVANTAGE™


  • Comprehensive financial planning

    To avoid making costly mistakes, you need an advisor who understands the various facets of your financial world. We offer a robust lineup of strategies to help clarify the most complex financial situations.

  • An Advisor Who Listens

    We know how frustrating it is to feel like a number. At O’Connor Wealth Management, your family becomes a special part of ours. We take the time to truly understand your financial situation, and offer the personal level of service you want and deserve.

  • Totally Independent

    We’ve designed our entire business around one simple concept: helping you clarify and pursue your goals. As independent advisors, our team of financial guides will help you focus on your goals for your reasons, not the other way around.

  • Helpful Accountability

    Financial plans are only as helpful as the actions they inspire. With your goals in mind, we’ll hold you accountable to take the steps you need to take, at the time you need to take them, to realize success.

CLARIFY YOUR FINANCIAL PATH IN THREE SIMPLE STEPS


schedule a call

We’ll explore your goals, values, and key priorities in your financial life, so you’ll get a sense of how we can help.

Create Your Plan

We’ll design a fully custom financial roadmap to help you confidently make smart choices with your money.

Live Confidently

We’ll help you instill confidence in your plan, every step of the way.

how we help you confidently pursue your financial goals


When it comes to making smart choices with your money, many people hear conflicting messages and don’t know where to start. At O’Connor Wealth Management, we help individuals and families understand and make wise financial decisions, so they can pursue their goals with confidence.

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We understand you want to avoid making costly financial mistakes. That’s why for nearly three decades, we’ve been honored to serve hundreds of clients by clarifying their most appropriate financial plan, and walking with them to their finish line.

When you have a clear money plan, you’ll be free to do the things you want to do, you’ll make a difference in the lives of those you love, and you’ll know that things will be okay, today and down the road.

We’ll partner with you to clarify your financial future, in three easy steps:

  1. Schedule a Call: In this conversation, we’ll explore your goals, values, and key priorities in your financial life, so you’ll get a sense of how we can help.
  2. Create Your Plan: We’ll design a custom financial roadmap to help you confidently make smart choices with your money.
  3. Live Confidently: We'll help you instill confidence in your plan, every step of the way.

Don’t allow financial missteps to take you off course. Instead, schedule a call with our office so you can feel better, knowing you’ll make the right choices today, and live a confident tomorrow.

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THE SMART MONEY ASSESSMENT™ SCHEDULE A CALL