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.
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 side investment decisions are made personally by, or approved by, O'Donnell Wealth Management President Stephen P. O'Donnell Sr. O'Donnell Wealth Management is a full-service discretionary investment management firm.
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 side investment decisions are made personally by, or approved by, O'Donnell Wealth Management President Stephen P. O'Donnell Sr. O'Donnell Wealth Management is a full-service discretionary investment management firm.
Services
Our disciplined approach begins with a discovery process, wherein we compile data to create a comprehensive financial profile that includes all aspects of your financial life. We then develop an investment strategy based on your specific needs, goals and, objectives. We spread investments across a wide variety of industries.
We aim to construct portfolios for our clients that offer the potential for attractive returns, while at the same time, minimizing risk. Our mission is to help you establish and then achieve your goals and objectives while providing you exceptional service along the way. We are willing and prepared to act on an opportunity at any time and spread investments across a variety of industries.
We work to help our clients understand and navigate the complex world of finance. Many of these articles were first published in Cody Living Magazine and will give you a better idea of how we think outside the box. The mutual fund business is a massive business. At the end of the year 2016, there were 16.3 trillion dollars in US mutual funds.
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