O'Sullivan is a Washington, DC-based wealth management firm that offers personalized financial strategies to help clients pursue their long-term goals. With a comprehensive approach to managing personal wealth, their team of advisors proactively listens to client needs and intentions, working together to build an investment strategy based on mutual understanding. O'Sullivan maintains an active community presence and is committed to providing solutions that can turn goals into reality.
O'Sullivan's mission is to understand each client and what matters most to them, designing and implementing personalized plans to help them and their families pursue financial goals while managing investment risk. Their philosophy is centered around the belief that the best financial approach is one that helps clients achieve their goals, and they offer a range of services to manage, grow, and preserve wealth. With access to the investment insights of Merrill and banking solutions from Bank of America, O'Sullivan is dedicated to helping clients address their financial needs and plan for the future.
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