O'Donnell Wealth Management, based out of Cody, WY, is a highly reputable investment advisory firm with a strong track record of success. With over 70 individual clients and more than $55,202,000 in assets under management, they specialize in providing comprehensive wealth management solutions to high net worth individuals.
As a small firm with one office, O'Donnell Wealth Management offers personalized and attentive services tailored to the unique needs and goals of their clients. They have built a solid reputation for their expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management.
The firm operates with a discretionary management approach, ensuring that all investment decisions are made in the best interest of their clients. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment of interests with their clients.
With a team of six dedicated employees, including three experienced investment advisors, O'Donnell Wealth Management boasts an impressive average of approximately $18,400,000 in assets under management per advisor. Key advisors at the firm, such as Stephen O'Donnell, John Dodenhoff, and Ryan Odonnell, possess extensive industry knowledge and are highly regarded for their expertise and commitment to client success.
O'Donnell Wealth Management continues to deliver outstanding financial guidance and investment strategies, helping their clients achieve their financial goals and secure a prosperous future.