C.W. O'Conner Wealth Advisors, Inc. jobs and careers

About C.W. O'Conner Wealth Advisors, Inc.

At C.W. O’Conner Wealth Advisors, Inc., we help clients define financial goals and implement creative solutions that bring innovative opportunities to life. We constantly expand our knowledge base and stay current with trends in investments, financial planning, and portfolio strategies. Our industry experience in real estate, business, investment, and tax matters serves as a strong foundation for practical applications. Our scope is wider than most advisory firms, given our multi-industry experience, backgrounds, and platform flexibility. We help business owners, corporate executives, individuals, and families make strong financial decisions. Our team provides comprehensive wealth management, investment management, and business advisory services, including entity structure, ownership transactions, retirement plans, stock options, benefit plans, and financial statement review. We seek to protect and grow wealth through investment planning, estate plan coordination, tax strategies, philanthropic planning, insurance needs, and education funding to help our clients navigate the best use of resources. We offer customized solutions and white-glove service primarily to High Net Worth investors and accommodate busy client schedules. Discover the great things we can accomplish together. C.W. O’Conner Wealth Advisers, Inc. (CWOWA) is an SEC registered investment adviser. This platform exists solely for informational purposes. Advisory services are only offered to clients or prospective clients where its representatives are properly licensed. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. We are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. Links to websites and other resources operated by third parties are provided as information only, and we offer no assurance as to accuracy, suitability, or completeness.

Founded by Cliff O'Conner.