Clients
O'Sullivan Creel Wealth Advisors serves a wide range of individuals and families who seek advice and guidance in managing their investments, planning estate and tax strategies, coordinating wealth transfers and gifts, educating children, and other related financial matters.
Clients are typically referred to us by existing clients and contacts - often looking for guidance during a life-changing event or change in circumstance. Whether you are retiring, selling a business, need help handling a liquidity event, going through a divorce, or dealing with the loss of a loved one, we can customize a unique solution for each situation. Clients often look to O'Sullivan Creel Wealth Advisors for help when they are a beneficiary of an estate or trust distribution, need a personalized financial plan, have several investment managers working independent of each other, need to review or establish an estate plan... or simply want a qualified team to oversee all of their financial needs and are ready for an unbiased approach to wealth management.
We focus on the issues affecting wealthy individuals and families. Our commitment to quality and diligence in understanding our clients' unique goals and values leads to strong, long-term relationships. We seek clients who want a long-term relationship, are prepared to make educated decisions, and are then comfortable with delegating the follow-through to a trustworthy and capable wealth management team.
Our clients are neither speculative nor high-risk investors. Rather, each is concerned with preserving and growing their assets with a clear understanding of risk and return, a lower level of tax exposure, and an integrated investment strategy. They understand that O'Sullivan Creel Wealth Advisors focuses on long-term planning and results, following structured, systematic, and disciplined investment strategies.
After working through our wealth management process, O'Sullivan Creel Wealth Advisors clients' financial affairs are better organized, their investment expenses usually decline, and they have a clear and concise plan to guide their estate through multiple generations.