Creative Wealth Solutions from Dedicated Advisors

At C.W. O’Conner Wealth Advisors, we provide holistic and personalized financial strategy for business owners, individuals, and families.

You Need Wealth Advisors Who Understand Your Financial Goals

Achieving long-term financial success starts with trusted guidance. We help individuals, families, and business owners build personalized strategies to grow, protect, and preserve their wealth with confidence.

Your Success Deserves a Trusted Partner

Customer Satisfaction

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Customer Satisfaction

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Customer Satisfaction

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Customer Satisfaction

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Our Approach

Every client relationship at C.W. O’Conner Wealth Advisors is built on three ideas: a team that works together, a plan that looks at your whole financial life, and the personal attention of a small firm with the resources of a much larger one.

A Team Approach

We're a close team, not just a group of colleagues. When you work with us, you aren't relying on one advisor's point of view. Your finances get the strategy, planning and thinking of everyone on our team. Each of us brings different experience, so your plan is checked from more than one angle. Your questions get answered quickly, and there's always someone who knows your situation.
Our team extends beyond our office, too. We work closely with your attorney, CPA and other advisors, or introduce you to trusted professionals from our network, so every part of your financial life is working together.

Meet Our Team

A Holistic View of Your Wealth

Your financial life is connected. Your business affects your retirement. Your investments affect your taxes. Your estate plan affects your family.
That’s why our Wealth Management Strategy incorporates investment consulting, business advisory, retirement planning, tax considerations and estate planning together in one plan, so you can see the bigger picture and make decisions with confidence.

Small-Firm Service, Backed by Wealthspire

With us, you get the personal service of a small firm. You'll know us by name, and we'll know your story. You also get the reach of a larger organization. Through our partnership with Wealthspire, we have access to market research, investment insight and analysis of financial trends. That means you benefit from the resources of a national firm, delivered with the personal attention you'd expect from a local one.

Who We Help

No two clients are alike, and neither are our plans. We take the time to understand your goals, your family and what matters most to you, and then we build a tailored strategy around your life.

Small Business Owners

Your business may be one of your largest assets, and the decisions it creates reach well beyond the company itself. We help owners think through business structure, ownership transactions, retirement plans, liquidity events, investments and succession, always keeping in view how your business and personal wealth affect each other. We work alongside your attorney and CPA, or connect you with trusted professionals if needed, so every part of your financial picture works together. You have a business to run, and we’ll make sure the strategy behind it is working as hard as you are.

How We Help

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 education funding. We understand the tax implications of various employer-provided benefits and stock options, and help our clients navigate the best use and timing of their resources.

Individuals & Families

Your financial life is personal, and as it grows, it gets more complex. You may be managing multiple accounts and investments, planning for retirement, funding education or preserving a legacy for the next generation. We bring those moving pieces together into one coordinated plan and work with your attorney, CPA and other advisors so nothing falls through the cracks. Our team keeps an eye on the details and looks ahead, so you can understand your options, act with confidence and focus on the life you’ve worked hard to build.

Services

Solutions Designed
Around Your Goals.

Whether you're planning for retirement, managing investments, or securing your family's future, our experienced fiduciaries provide personalized financial strategies designed around your unique goals.

Explore All Services →

Estate & Legacy Planning

Protect your family’s future with thoughtful estate planning, wealth transfer strategies, and legacy solutions designed to preserve what matters most.

Tax Planning

Optimize your financial future with proactive tax strategies that help minimize liabilities, maximize savings, and improve long-term wealth preservation.

Investment Advisory

Receive expert guidance and professionally managed investment portfolios designed to balance growth, stability, and long-term financial success.

Estate & Legacy Planning

Protect your family’s future with thoughtful estate planning, wealth transfer strategies, and legacy solutions designed to preserve what matters most.

Tax Planning

Optimize your financial future with proactive tax strategies that help minimize liabilities, maximize savings, and improve long-term wealth preservation.

Trust Since

1995

Independent Advice, Client Focused.

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