Wealth Management

The O’Donnell Group: Helping You Achieve Everything That’s Important to You

The term “wealth management” is used with ever-increasing frequency these days, but most people—even those claiming to be wealth managers—are unaware of what a true wealth manager does. At The O’Donnell Group, wealth management is much more than a clever phrase tossed around at a cocktail party or plastered on a billboard.

For us, wealth management is a consultative process used to deeply understand our clients’ needs and then deliver effective, customized solutions based on those needs. To help explain what wealth management is we have boiled it down to a simple mathematical formula.
Wealth Management = IC + AP + RM

 

IC – Investment Consulting

AP – Advanced Planning

RM – Relationship Management