Discover the Difference
Discover the ways in which O'Sullivan Creel Wealth Advisors makes a difference:
Focused and Comprehensive Wealth Management
We are a comprehensive wealth management firm with a personalized service offering. Our services revolve around the concept of taking a 360° view of a client's financial picture. Once we fully understand the client's unique goals and values, we provide highly customized and fully integrated strategies for wealth accumulation, administration, preservation, and transfer. We focus on the issues affecting wealthy individuals and families, and take on a limited number of clients to ensure that each one receives an excellent service experience.
Independent & Objective
Our clients' interests always come first. We operate under an open architecture in which we align ourselves with the best service providers. We have access to a universe of investment vehicles, managers, and financial products and are therefore able to select the best solutions for each client's set of circumstances. Our investments and advanced planning services are objective and independent. We do not sell proprietary products – our recommendations and solutions are based solely upon our clients' goals.
Investment Approach
Our investment focus is three-fold: maximizing returns, minimizing taxes and expenses, and controlling risk through diversification. We are independent investment consultants that seek to add value through tactical asset allocation strategies and careful selection and monitoring of third party managers.
Commitment with Local Ownership and Control
We are committed to helping you achieve and maintain financial security. As owners of our business, we develop long-term relationships with our clients based on trust. Our team will work with you to formalize a coordinated strategy to achieve your long-term goals that is consistent with your family's value system.
O'Sullivan Creel Wealth Advisors offers the combination of focus, depth of experience, and customized services in managing wealth with purpose.