As founder and president of C.W. O’Conner Wealth Advisors, Inc., I have the privilege of working with an outstanding team to provide creative solutions to our clients. We help executives, business owners, individuals and their families with investment management, wealth management and business services. I have a broad background in business operations, tax management, and real estate, which helps me share different insights into my clients’ unique situations. Our team works together to break down the complexities surrounding business, tax, and investment issues so that our clients and their families thoroughly understand the plans that we have designed for them. Purposeful giving is impor