O'Donnell Wealth Management is a Wyoming-based, family and Veteran owned firm that specializes in professional investment portfolio management. With a team of experienced investment managers and support staff, they prioritize risk management and capital preservation over chasing high returns, aiming to deliver reasonable expectations and provide the highest level of service to their clients.
As hands-on, active, and tactical portfolio managers, O'Donnell Wealth Management utilizes block trading technology and conducts active research on a wide universe of potential investments. They are a rapidly growing firm, continually adding staff and resources to better serve clients, and their all-inclusive relationship fee covers portfolio management without additional transaction fees or commissions.
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