The O'Donnell Group: Helping You Achieve All That's Important
The term wealth management gets tossed around all too often and most people are unaware of what a true wealth manager does. At The O'Donnell Group wealth management is more than a clever phrase tossed around a cocktail party, or plastered on a billboard, for us, wealth management is the consultative process used to understand our client's needs and then delivering customized solutions based on those needs. To help explain what wealth management is we have boiled it down into a simple mathematical formula.
WM = IC + AP + RM
(WM) - Wealth Management
(IC) - Investment Consulting
(AP) - Advanced Planning
(RM) - Relationship Management
Investment Consulting
Investment conulting addresses the number one concern of our clients which deals with how to structure and invest their liquid assets. Our main focus for investment consulting is to help our client's make smart decisions with their money that are in line with their goals and values.
Advanced Planning
There are 4 other areas of wealth management which are frequently talked about and rarely delivered upon. We call this our Advanced Plan. The advanced plan deals with the other areas that are so vitally important to our clients.
- Wealth Enhancement (tax planning)
- Wealth Transfer (estate planning)
- Wealth Protection (asset protection)
- Charitable Giving
Relationship Management
Relationship management is what allows us to provide true Wealth Management to our clients. It is broken down into two parts. Part 1, is the process we take our client's through which ensures that we stay on track to accomplish all that's important to them. Part 2 is how we interact with other professionals in our community. While we hold ourselves out to be experts in Investment consulting we are smart enough to know that we don't know everything with regard to the advanced plan. In order to create and deliver our advanced plan we rely on a group of experts and leverage them to help us create solutions for our clients.
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