O'Donnell Wealth Management Email Formats
Financial Services • 
501 S. Cherry St. 11th Floor, Denver, United States • 1-10 Employees
O'Donnell Wealth Management Email Formats
O'Donnell Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@odonnellwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@odonnellwealth.com | 50% |
{first name} | john@odonnellwealth.com | 50% |
Key Contact at O'Donnell Wealth Management
Elizabeth Cfpa
President
Company overview
| Headquarters | 501 S. Cherry St. 11th Floor, Denver, CO 80246, US |
| Phone number | +17204585094 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Risk Management, Tax Planning, Business Support, Retirement Planning, Financial Planning, Estate Planning, Investment Strategy |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
About O'Donnell Wealth Management
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest. We bring a thoughtful team approach to our work with individuals, families, business owners, and estate fiduciaries, as well as CPAs and attorneys. And we remain focused on our clients' evolving needs through each phase of the financial life-cycle from wealth accumulation, to preservation, to distribution. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
O'Donnell Wealth Management has never raised funding before.
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