307-586-4279 steve@odonnellwm.com


Ensuring Continuity

Do you have a succession plan?

Perhaps the most important financial decision you will ever make throughout your career as a financial professional is the creation of a succession plan. Whether you are an independent advisor, or you are a captive employee of a broker/dealer – O’Donnell Wealth Management™ has successfully completed several acquisitions of Independent Financial Advisor and Broker practices, therein helping those advisors retire and ensuring continuity for their many clients. Inquiries are always welcome.

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Office located in Cody, WY.