C.W. O'Conner Wealth Advisors Inc.

Services Offered

• Investment planning
• Tax strategies
• Retirement benefits
• Estate plan management
• Risk mitigation
• Philanthropic planning
• Education funding
• Business consulting

About

C.W. O'Conner Wealth Advisors Inc. is a financial advisory firm located in Duluth, Georgia. The firm provides a range of services including investment planning, tax strategies, retirement benefits, estate plan management, risk mitigation, philanthropic planning, and education funding. They also offer business consulting services, addressing needs such as entity structure, ownership transactions, and financial statement reviews. C.W. O'Conner Wealth Advisors primarily serves high net worth individuals, executives, and business owners, focusing on long-term financial planning.

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