Wealth Management Services
Life is full of decisions and finances permeate every aspect of life. Making wise decisions and avoiding unforeseen pitfalls throughout life is the key to accomplishing goals. O'Sullivan Creel Wealth Advisors, LLP brings each piece of a financial situation together and integrates our client's values and goals with objective and innovative solutions. On an ongoing basis, the team helps clients see how decisions or changes in their situation may affect their ability to accomplish their goals.
Services within this holistic wealth management include:
- Financial planning
- Investment management
- Cash flow optimization
- Risk management and insurance
- Debt analysis and structuring
- Education funding
- Retirement planning
- Business succession planning
- Estate planning and charitable giving
- Tax planning
O'Sullivan Creel Wealth Advisors, LLP is affiliated with O'Sullivan Creel, LLP, a full-service CPA firm providing a wide range of accounting services to individuals and business clients. The two firms work very closely together on joint clients to minimize taxes and review tax planning opportunities. The synergy between the two firms is intended to produce a complete and coordinated effort that benefits the client.