Welcome

The O’Connell Group combines the attentive, personalized and professional service of a small group with access to the intellectual capital, top-quality research and technology of one of the largest global financial services companies.  With more than 30 years as a Merrill Lynch Wealth Management team, we have helped guide individuals, families and privately held companies through the complex issues of managing substantial wealth. Some of the clients we work with have inherited wealth; others have used their entrepreneurial and executive skills to achieve it.  Throughout our relationships with them, we design customized strategies to help them pursue the specific, individual financial goals that are most meaningful to them as their needs evolve.

Our Approach

 Just as architects design and construct buildings that are intended to stand the test of time, we strive to do the same with investment portfolios. We create customized, individual bond and equity portfolios tailored to clients’ wealth management, charitable and legacy goals.  Our aim is to manage assets on a tax-efficient basis with the objective of preserving and growing wealth. We seek long-term, risk-adjusted investment performance relative to each client’s goals.
 
Clients at various stages in their lives count on us for strategies to help them pursue a variety of life and financial goals, including:

•  Generating income for the retirement lifestyle they envision

•  Funding the best possible education for their children and grandchildren

•  Transferring wealth to the next generations

•  Establishing a legacy through family foundations and philanthropy

•  Diversifying business interests

•  Focusing on strategies to manage concentrated equity holdings
 
Our Capabilities

 It is our privilege to work with a select group of clients, including business owners and senior corporate executives (many of them in the financial industry), as well as their spouses and younger generations of their families. Some of these clients have accumulated significant wealth, while others aspire to financial success.  Drawing on our deep experience and resources, we help them create wealth management strategies for different stages of their personal and professional lives.  

We offer a range of capabilities, including:

• Investment and portfolio development strategies
• Concentrated stock strategies
• Access to liability management and private money management through Bank of America
• Asset preservation strategies, with a specific emphasis on lifetime income for retirement
• Estate planning services
• Tax-efficient gifting strategies, including GRATs (Grantor Retained Annuity Trusts) with children and grandchildren as beneficiaries

*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.