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Financial Advisor Stephen P. O'Donnell Discretionary Asset Managemet title
Financial Advisor Stephen P. O'Donnell Cody, Wyoming at computer

Highest Standard of Care

O’Donnell Wealth Management operates as a fiduciary and delivers only the highest standard of care to our clients. As independent registered investment advisors, we are held by law to the highest standard of responsibility to our clients and therefore must always act in their best interests. This encourages a unique level of personalized service not always found in typical investor-advisor relationships. Each and every investment decision or recommendation is thoroughly analyzed to ensure that it is solely in the best interest of each individual client.

Experience

Stephen P. O’Donnell Sr., President of O’Donnell Wealth Management, has 18 years of experience as a portfolio manager and branch manager at some of the largest firms on Wall Street.

Full Service Discretionary Asset Management

O’Donnell Wealth Management is a full service discretionary investment management firm. Discretionary investment management is a form of investment management in which buy and sell decisions are made by a portfolio manager for the client's account. Discretionary investment management is offered by financial advisors who have extensive experience in the investment industry.

Custom Portfolios Tailored to Each Individual Client

Each portfolio at O’Donnell Wealth Management is custom built and managed to the specifications, goals and objectives desired by each individual client. All buy and sell side investment decisions are made personally by, or approved by, O’Donnell Wealth Management President Stephen P. O’Donnell Sr.

Local Asset Management

Unlike other Financial Advisors, O’Donnell Wealth Management does not hire outside money managers thereby adding another layer of client fees. O’Donnell Wealth Management IS the money manager and delivers the highest level of service at the lowest cost to the client.

Independent Research

As an Independent Financial Advisor, O’Donnell Wealth Management conducts its own research free from bias and conflicts of interest.

Service Above and Beyond

Clients are rarely offered the opportunity to meet personally with their portfolio managers. At O’Donnell Wealth Management every client meets personally with his or her portfolio manager.

No Proprietary Products

As independent financial advisors, O’Donnell Wealth Management is not tied to any particular family of funds or investment products. We have the freedom to choose from a wide range of investment options to always do what’s best for each client.

Assets Held by an Independent Custodian, Not the Investment Firm

This provides a system of checks and balances to help safeguard client assets. Client assets are not held by the same person who provides investment advice.

NO Commissions or Transaction Fees

One, and only one, simple and transparent fee structure that aligns the interests of the client with that of the financial advisor. When our clients do better, we do better.

NO Holding Periods, Surrender Charges or Hidden Fees

O’Donnell Wealth Management builds portfolios with individual stocks, individual bonds, exchange traded funds and institutional share class mutual funds that are free from holding periods, surrender penalties, sales charges or loads.

Financial Advisor Stephen P. O'Donnell Advantage

First and foremost, we are a go anywhere, at any anytime money manager. This means that we focus on opportunities. It’s that simple. We will buy small, mid and large cap. We will buy growth and value. We will buy non-cooralative and hedging assets. We will invest in both domestic and international markets. We will hold and raise cash at times. This unrestricted approach gives us the ability to seize opportunity when it arises, and best serve our clients.

Deep Value

  • Companies and or sectors that have been out of favor and are poised for an upswing
  • Strong and growing business model
  • Competitive dominance
  • Wide Moat Businesses
  • Disruptive technologies
  • Macro and momentum indicators
  • Attractive risk/reward scenarios
  • Dividend payments and dividend growth
  • Companies likely to be acquired or taken over at a significant premium
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Content Copyright © 2018 O'Donnell Wealth Management all rights reserved. Investment Advisory Services Offered Through Saxony Capital Management, LLC. Securities Offered Through Saxony Securities, Inc. Member FINRA / SIPC / FINRA's BrokerCheck