ICCF Wealth Management is a premier independent advisory practice located in Winter Park, Florida, offering comprehensive family wealth management, fixed income portfolio management, retirement planning, and insurance consulting services. Founded by Doug Sheahan and John O'Donnell, the firm is driven by a commitment to providing local, competent advisors who deliver personalized strategies at a competitive price.
With a focus on understanding the unique challenges and needs of each client, ICCF Wealth Management utilizes Charles Schwab to access a wide range of products while maintaining the personal attention of a locally owned and operated business. Whether helping families prepare for the future or assisting businesses with complex risk management, the firm is dedicated to delivering complete solutions and valuable insights through thoughtful planning.
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