A Registered Investment Advisor
OUR TEAM WORKS FOR YOU
“We believe that managing risk is more important than chasing returns. We believe the true value of a portfolio manager is revealed during difficult market conditions, not during bull markets.”
— Stephen P. O’Donnell, Sr.
President & CEO
Chief Investment Officer
Why O’Donnell Wealth Management™?
We are a Wyoming based, family and Veteran owned firm.
We live by our motto: Integrity, Experience, Service.
Our team of investment managers and support staff have decades of combined finance, banking, and investment management experience.
We are experienced in navigating both bull and bear markets.
We manage investment portfolios for clients in 20 different states throughout the country.
We place a great emphasis on risk management.
We believe that capital preservation is more important than chasing exorbitant returns.
We believe in setting reasonable expectations and strive to deliver on those expectations.
We are a rapidly growing firm. We are continually adding additional staff and resources to better serve our clients.
We aim to provide the highest level of service. When our clients call, a human being picks up the phone.
We are not just financial advisors; we are portfolio managers.
We are hands-on, active, tactical managers.
We use block trading technology, which leverages our time to better serve our clients.
We manage all equity assets from our offices. We do not farm out portfolio management to third party managers, nor do we use third party model portfolios.
We have access to a wide universe of potential investments. We actively monitor and conduct active research on 80-100 investments at any given time.
We are discretionary portfolio managers. Rather than calling clients with each individual trade or change of investments, we spend our time managing portfolios and searching for investment’s that are best suited for our clients.
We spend our time conducting research and managing portfolios, not selling products.
We don’t charge transaction fees or commissions for portfolio management.
We don’t charge extra, or add separate fees for estate planning or retirement planning.
We charge one all-inclusive relationship fee.
Get In Touch
Office located in Cody, WY.