Wealth Management Services
O'Sullivan Creel Wealth Advisors views wealth management as the union of personalized investment management and strategic, comprehensive financial planning. Wealth Management is more holistic in approach, and better suited to the complex needs of high-net-worth individuals and families.
Our comprehensive wealth management services revolve around the concept of taking a 360° view of a client's financial picture. We bring each piece of your financial situation together and integrate your values and goals with objective and innovative solutions.
Highly-customized and integrated strategies address each of the following areas:
Financial Analysis and Planning
On an ongoing basis, we help you see how decisions or changes in your financial situation affect your ability to accomplish your goals. We identify the strategic issues that need to be addressed and provide specific recommendations that we will help you implement.
Estate, Trust, and Wealth Distribution Planning
We develop and execute an estate plan that clearly outlines your wishes, protects your family, minimizes estate and income taxes, and preserves your legacy for future generations.
Asset Management
Our fully-integrated and customized asset management and investment consulting program is designed to preserve and grow your capital. Our services include historic performance analysis, complete portfolio and investment policy development, diversified asset allocation, and comprehensive performance measurement and monitoring.
Debt Management
We analyze and structure your debt to provide for liquidity, reduce income taxes, enhance investment returns, and maximize cash flow. We have an affiliation with O'Sullivan Creel Mortgage Solutions to assist our clients with their lending needs.
Family Business Consulting
Most family businesses do not survive beyond the first generation due to family issues, legal matters, and taxes. We consult with family businesses to plan a course of action and implement plans that will help the business succeed for generations to come.
Risk Management and Insurance
With greater wealth comes the increased exposure to potential liabilities. We help you manage this risk so you can protect your family, your assets, your income stream, and wealth distribution objectives.
Tax Planning
Tax planning permeates all of the functional areas of wealth management. Our talented team of CPAs is experienced in providing tax minimization strategies.
Strategic Philanthropy
We design creative solutions that enable you to set up and administer your charitable legacy and maximize the social and economic benefits of your philanthropic desires.
In every aspect of our work, we make an uncompromising commitment to provide world-class client service and to meet every client's highly individualized wealth management needs.