O'Donnell Wealth Management

About

Our mission is to deliver personalized financial counsel rooted in trust, long-term relationships, and a deep understanding of what matters most to each client through a disciplined approach to wealth management.

Building and protecting wealth are paramount. We endeavor to help clients simplify complexity and make confident decisions by aligning their financial lives with a bespoke lens on their priorities and aspirations – allowing their finances to support their personal goals, family needs, and lasting peace of mind.

Fiduciary Duty

Our investment philosophy is rooted in our fiduciary duty, and is based on the paramount principle of always acting in our clients’ best interests.

Capital Preservation

We believe that capital preservation is more important than chasing exorbitant returns. We believe in setting reasonable expectations and then delivering on those expectations.

Beyond preservation of capital, our goal is to produce attractive, risk adjusted returns.

Tactical Management

We believe a hands-on, tactical asset management approach is the best method for preserving capital, reducing volatility, and building wealth – particularly during challenging economic times.

Communication

We believe investors should have the opportunity to communicate directly with their portfolio manager(s). By keeping portfolio construction and ongoing management in-house, our clients have the opportunity to communicate directly with us, their portfolio manager(s).

We work for our clients and only our clients.

Value Added

We believe in keeping fees reasonable for our clients. Therefore, we don’t charge extra fees for estate planning, financial planning or retirement planning services or advice. Nor do we charge transaction fees or commissions.

We offer one, all-inclusive, tiered relationship fee that is reduced as our client’s assets grow and surpass designated thresholds.

In-House Portfolio Management

Additionally, we do not farm out portfolio management to outside, or third-party managers, thereby eliminating an extra layer of fees for our clients. Nor do we use third-party model portfolios. We do our own research, choose our own investments and manage all of our client’s portfolios from our Cody, Wyoming office.

We take great satisfaction in the fact that we are not just Financial Advisors, we are actually the Portfolio Managers.

Key Resource

Finally, we endeavor to be a key resource for our clients in financial matters, assisting them by interacting with their other advisors such as attorneys, accountants, and bankers.