Wealth Management for High Net Worth Individuals
O'Connor & CO. CPAs, LLC provides business management, bill paying and personal financial management services for high-net-worth individuals, multi-generational families, entertainment industry professionals, entrepreneurs, executives and other ultra-affluent clients. The tasks associated with managing considerable assets and resources can take a lot of time. O'Connor & CO. CPAs, LLC can act as an objective party who can assist with day-to-day accounting, bookkeeping and financial management needs needs.
We pride ourselves on becoming trusted advisors to our clients by providing a high level of personal service, expert financial advice and effective solutions you would expect to be found only when working with a much larger firm.
The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns, provide a financial health audit, and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come. Let us manage the business of your lives so you can focus on what you do.
Our Wealth Management Services
Our Denver, CO CPA provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 303-623-2676 to schedule an initial consultation today.
- Asset management
- Business management
- Financial management
- Budgets and bill paying
- Retirement planning
- College savings plans
- Estate planning
- Charitable giving
- Asset allocation analysis
- Business succession planning
- Investment and insurance management
- Tax planning strategies to preserve wealth