307-586-4279 steve@odonnellwm.com

Our Services

The O'Donnell Advantage

 

What sets O’Donnell Wealth Management apart?

How are we different?

25 Reasons to hire
O’Donnell Wealth Management

1.

We live by our motto:

Integrity, Experience, Results.

2.

We are a Wyoming based, family owned and operated, business.

3.

Our team of investment managers and support staff have decades of combined finance, banking, and investment management experience.

4.

We manage investment portfolios for clients in 15 different states throughout the country.

5.

We place great emphasis on risk management.

6.

We believe that capital preservation is more important than chasing exorbitant returns.

7.

We believe in setting reasonable expectations and then delivering on those expectations.

8.

We are a rapidly growing firm. We are continually adding additional staff and resources to better serve our clients.

9.

We provide the highest level of service. When our clients call, a human being picks up the phone.

10.

We have decades of experience navigating both bull and bear markets.

11.

We are not just financial advisors, we are portfolio managers.

12.

We are not just registered investment advisors, we are fiduciaries.

13.

We are hands-on, active, tactical managers.

14.

We manage all equity assets from our office. We do not farm out portfolio management to third party managers.

15.

We do all of our own equity research in house.

16.

We maintain a unique universe of investments. We do not use third party model portfolios.

17.

We are discretionary portfolio managers. Rather than calling clients with each individual trade or change of investments, we spend our time managing portfolios and finding the best investments for our clients.

18.

We spend our time conducting research and managing portfolios, not selling products.

19.

We don’t charge transaction fees or commissions for portfolio management.

20.

We don’t charge extra or add separate fees for estate planning or retirement planning.

21.

We charge one all-inclusive relationship fee.

22.

We use block trading technology, which leverages our time to better serve our clients.

23.

We have a value driven philosophy. We look to buy businesses at a discount to their fair market value. We favor dividend paying companies with experienced management teams.

24.

We segment our clients’ needs into three separate styles. Income, growth and income, and growth.

25.

In addition to our portfolio management business, we are also licensed as brokers, and maintain the capability to offer our clients with unique circumstances alternative products such as annuities.

Get In Touch

15 + 5 =

Office located in Cody, WY.

307-586-4279

steve@odonnellwm.com