O'donnell Wealth Management

About O'donnell Wealth Management

<p>Family- and veteran-owned, O’Donnell Wealth Management runs its advisory practice out of Cody in northwestern Wyoming, with an additional office in the Denver metro area. The firm is a Registered Investment Advisor and reported $0.1B in assets under management in 2026.</p> <p>O’Donnell Wealth Management works as a discretionary, active tactical manager. The team uses block trading and builds portfolios in-house rather than using third-party model portfolios. The firm’s investment process puts risk management and capital preservation first, with the view that portfolio decisions matter most during difficult markets.</p> <p>Clients are located across 25 states. The firm also stresses day-to-day accessibility, including having a person answer the phone when clients call.</p> <p>Planning is part of the relationship: financial planning, retirement planning, and estate planning are included in the all-inclusive relationship fee, with no separate charges for those services. O’Donnell Wealth Management also provides 3(21) support for employers working with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>Discretionary active tactical portfolio management</li> <li>Block trading and in-house portfolio construction</li> <li>Financial, retirement, and estate planning included in one fee</li> <li>3(21) fiduciary services</li> </ul>

Website: https://odonnellwm.com/