Welcome

“We look out for clients, their spouses and children. The relationships we build reflect our efforts to serve people, not just portfolios,” explains Larry O’Connor. As clients have prospered, they now include successful business owners, financial professionals, physicians, affluent retirees and widows, those affected by divorce, as well as foundations.

For clients nearing retirement and concerned about living comfortably without a paycheck, the team assesses clients’ goals, explores their need for cash flow and their comfort with risk. Using Merrill models and its own research, the team builds portfolios that may include domestic and international equities, ETFs, closed-end funds, market-linked investments, mutual funds, private equity and alternative investments*.

As Kevin Owens points out, “We look months ahead, talk to clients about their changing tax situations, investment and spending disciplines.” Using a defined set of fundamental and tactical investment techniques, the team also works with clients’ accountants, to align strategies for capital gains, retirement distributions and other areas.

For foundations and endowments whose board members need to make the best decisions for their organizations while acting as fiduciaries, Larry and Kevin offer hands-on experience and availability.

“We often meet clients in the evenings and on weekends – answering clients’ questions about the markets, special needs trusts, long-term-care, purchasing homes and leasing cars. Clients focus on their families and careers – we focus on preserving the integrity of their wealth. By serving people we’ve come to know during their emotional challenges, I believe we provide the greatest value – financially and personally,” Larry adds.
 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.