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 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
AVAILABLE INVESTMENTS
Stocks
- Common Stocks
- Preferred Stocks
Bonds
- 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)
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. 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.
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 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
Offices in Cody and Jackson, WY
307-586-4279
steve@odonnellwm.com