About O'donnell Wealth Management
O'Donnell Wealth Management is a Wyoming-based Registered Investment Advisor (RIA) and a family and veteran-owned firm. They emphasize risk management, capital preservation, and personalized service, managing portfolios for clients across 25 states. As discretionary active tactical managers, they utilize block trading and do not rely on third-party model portfolios. Their approach focuses on managing risk, believing that the true value of a portfolio manager is demonstrated during challenging market conditions. O'Donnell Wealth Management prides itself on its hands-on management style, extensive research, and a commitment to providing a high level of client service, ensuring that a human answers when clients call. They offer comprehensive financial planning, retirement planning, and estate planning services as part of their all-inclusive relationship fee, ensuring no separate charges for these essential services. Their team possesses decades of combined experience in finance, banking, and investment management, dedicated to navigating both bull and bear markets effectively.
Website: https://odonnellwm.com/
Office Locations
- Cody, WY (Headquarters)
- Cody, WY (Headquarters)
- Denver, CO
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $123.3M