307-586-4279 steve@odonnellwm.com


Wealth Management

integrity • experience • results

Don’t Settle For Less

Optimize Your Investment Goals and Objectives

O’Donnell Wealth Management offers full service, discretionary investment management, and financial advisory services from its office in beautiful downtown Cody, Wyoming.

Not only do we build and manage investment portfolios, we also provide financial planning, retirement planning, and estate planning services.

Charge Forward

Investment Roadmaps Built Exactly To Your Needs

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

  • No commissions
  • No transaction fees
  • No holding periods, surrender charges or hidden fees
  • No proprietary products

Experience the O'Donnell Advantage

 Professional investment portfolio management

Get In Touch For a Free Consultation



  • Common Stocks
  • Preferred Stocks


  • Municipal Bonds
  • Corporate Bonds

Mutual Funds

  • Open end Funds
  • Closed End Funds
  • Exchange Traded Funds

Retirement Plans

  • IRA
  • Roth IRA
  • SEP IrA
  • Simple IRA
  • 401(k)



What We Can Do For You

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. The term “discretionary” refers to the fact that investment decisions are made at the portfolio manager’s discretion in support of the client’s financial objectives.


We believe investors should have the opportunity to communicate directly with their portfolio manager.


The leverage of two decades of experience as a portfolio manager for some of the largest firms on Wall Street is working for you.

Simple Fee Structure

One simple, and transparent fee structure. No hidden fees.

Unrestricted approach

Our independence allows us to focus on and seize opportunities that best serve your financial goals.

Service above and beyond

The O’Donnell Advantage

O’Donnell Wealth Management strives to deliver the highest standard of care to our clients. We take our job and your wealth seriously. This fosters a unique level of personalized service not always found in typical investor-advisor relationships. Every investment decision or recommendation is thoroughly analyzed to ensure that it is solely in the best interest of each individual client.

Get In Touch

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Office located in Cody, WY.