307-586-4279 steve@odonnellwm.com

O’Donnell

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 offices in beautiful downtown Cody, Wyoming, and Jackson, 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 side investment decisions are made personally by, or 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

Stocks

  • Common Stocks
  • Preferred Stocks

Bonds

  • Municipal Bonds
  • Corporate Bonds

Mutual Funds

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

Annuities

  • Fixed Annuities
  • Variable Annuities

Retirement Plans

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

 

Services

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. Discretionary investment management is offered by financial advisors who have experience in the investment industry.

communication

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

Experience

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 delivers 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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Offices in Cody and Jackson, WY

307-586-4279

steve@odonnellwm.com