The Team
Successful individuals often have one common ingredient: a close working relationship with a trusted, competent team of advisors - people they rely on to give objective, strategic and timely advice.
O'Sullivan Creel Wealth Advisors serves our clients with a multi-disciplined, multi-talented financial advisory team. Our client service team includes Advisors, Investment Analysts, Planning Associates, and Client Care Associates, as well as Risk Management Consultants and Mortgage Consultants who are called upon as appropriate. While roles and responsibilities may be distinct, they are united in their goal... to help you achieve your goals!
The Advisor is your relationship manager, and your ultimate advocate in your personal wealth management strategy. The Advisor leads the effort to develop and implement personally-tailored financial and investment plans, and then proactively help you monitor your progress. We understand your expectations of partnering with an advisor of integrity, character, and ability that you can entrust with your personal goals and the management of your wealth. We are committed to serving you as that trusted advisor.
The Investment Analysts are committed to effective, timely and accurate client investment strategy execution. This team, based on its research and analysis, identifies opportunities and develops strategies and processes for enhancing our clients' investment portfolios. These efforts are driven by our goal to provide you with the optimal balance of superior portfolio performance within the context of limiting risk and maintaining a long-term view.
Planning Associates work with Advisors in the discovery of clients' unique goals and current financial situation, through financial plan development, and ongoing plan reviews and maintenance.
Client Care Associates are focused on delivering timely and excellent client service, handling many operational aspects of the implementation and maintenance of your investment and planning strategies. They ensure the details of new contracts and accounts are covered, manage your relationship with outside custodians and investment companies, coordinate transfers and process distribution requests, and provide quarterly performance reporting and billing information. The Client Care Associates coordinate efforts to handle client requests efficiently and conveniently, to simplify your life.
We are a comprehensive wealth management firm with a personalized service offering that can coordinate all of your personal financial needs. Typically, we will be the central financial advisor to our clients. However, we realize that different people have different needs. The role we assume as advisors depends on each client's specific needs. If you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team. If you are already an O'Sullivan Creel, LLP client, we complement your existing relationship with your CPA with a customized team of wealth advisors who can address your wealth management needs in a seamless manner.