O'Donnell Wealth Management

Our Vision and Values

At O'Donnell Wealth Management, we believe that financial planning isn't just about numbers. It's about understanding your individual goals, navigating complex financial landscapes, and achieving true financial security. We take a personalized approach to financial planning, guided by empathy, integrity, and a deep commitment to client satisfaction.

Our Approach to Financial Planning

We start with a thorough review of your financial circumstances and goals. We then work alongside you to develop a customized plan that addresses your unique needs and aspirations. Our collaborative process involves:

• Active listening: We take the time to understand your individual aspirations, concerns, and financial goals.
• Thorough analysis: We meticulously assess your financial situation and identify potential risks and opportunities.
• Tailored solutions: We work with you to develop a personalized plan that aligns with your unique financial objectives and risk tolerance.
• Regular communication: We stay connected with you throughout the process, providing regular updates and proactive guidance.

Services We Offer

Our comprehensive services encompass all aspects of financial planning and wealth management, including:

• Retirement planning: Defining and maximizing your retirement accounts, including 401(k) plans and IRAs
• Estate planning: Creating customized estate documents such as trusts and wills to ensure your assets are protected
• Tax planning: Identifying ways to minimize your tax burden and maximize your wealth growth
• Investment services: Building and managing a diversified portfolio that aligns with your risk tolerance and goals
• Retirement distribution planning: Strategies for making informed withdrawals from your retirement accounts
• Small business planning: Financial guidance tailored to the specific needs of small businesses
• Charitable planning: Strategies to support your favorite causes and make a meaningful impact

Our Commitment to You

At O'Donnell Wealth Management, we are committed to providing our clients with:

• Personalized attention: You'll work directly with a dedicated financial advisor who understands your unique needs and goals.
• Transparency: We are open and honest in our communication and provide clear explanations about your financial plan.
• Accessibility: We are conveniently located in Rushford, Minnesota, and offer flexible scheduling options to meet your needs.
• Ongoing support: We are committed to partnering with you for the long haul, providing ongoing support and guidance.