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C.W. O'Conner Wealth Advisors

EST. AUM
$264,615,105

CONTACTS
2

CLIENT ACCOUNTS
464

Firm Details

Metro area Atlanta
CRD Number 125646
Website cwoconner.com
Client types

Overview

C.W. O'Conner Wealth Advisors, Inc., based in Duluth, Georgia, offers comprehensive wealth management services to business owners, executives, and individuals. Founded by Clifford W. O'Conner, the firm specializes in investment management, estate planning, and business advisory services. With a fiduciary commitment, they prioritize clients' best interests, providing personalized strategies to protect and grow wealth. Their holistic approach integrates financial planning with tax and real estate considerations, ensuring tailored solutions for each client's unique needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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