About Us
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About Us
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.
You’ve worked hard to grow your business and career. Now take the next best steps to protect your wealth for retirement and create a legacy for future generations.
Don’t choose just any advisor. Choose a team of fiduciaries who understand your business, financial, and family needs.
We have a passion for finding solutions to challenges, big or small, without adding unnecessary complexity or cost. Technology drives our efficiency.
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.
Meet the People Behind Your Financial Future
Kevin O’Conner
CIMA® ChFC®
Cliff is the founder and president of C.W. O’Conner Wealth Advisors, Inc. He provides creative solutions in investment management, wealth management and business services to executives, business owners, individuals and their families.
Clifford W. O’Conner
CIMA®, CPWA®, ChFC®, CEPA®
Cliff is the founder and president of C.W. O’Conner Wealth Advisors, Inc. He provides creative solutions in investment management, wealth management and business services to executives, business owners, individuals and their families.
Process for Your Financial Success
We believe financial success isn’t achieved through one decision—it’s built through a structured, long-term strategy. Our collaborative process helps you plan with clarity,
Understand Your Goals
Every successful financial plan begins with understanding your unique goals, priorities, lifestyle, and future aspirations. We take the time to understand where you are today and where you want to go.
Build Your Strategy
Research & Evaluate
Implement Your Plan
Monitor & Refine
CWO News
We regularly update our blog with additional insights and analysis on the market, investments, and other industry news.
Are you a small business owner?
Visit our dedicated page with information on preparing for your next chapter in life – retirement.
Who We Help
Privately held business owners and their families. Our unique experience and multi-industry background gives us valuable insights on the challenges facing business owners.
We excel at serving High Net Worth clients (Accredited Investors and Qualified Purchasers) but also love working with individuals focused on ongoing savings and planning. We work closely with corporate executives to design long-term financial plans to protect the wealth they have worked to build. Individuals. We take a holistic approach to wealth management and integrate key areas of the client’s financial and personal life, including saving, investing, retirement and more.
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.