O'Donnell Wealth Management

O’Donnell Wealth Management is a registered investment adviser serving individual and high‑net‑worth clients through discretionary portfolio management, integrated financial planning, and estate‑planning services included within its investment management offering. The firm reports approximately $123.3 million in discretionary assets under management, about 208 clients, and generally applies a household minimum for new advisory relationships (waivable).

The firm follows a value‑driven, growth‑and‑income approach with an emphasis on capital preservation and risk‑adjusted returns; portfolios typically hold 25–40 securities drawn from an 80–100 security research universe and favor dividend‑paying large‑cap companies while occasionally employing covered calls and protective puts for hedging or income. OWM manages accounts on a discretionary basis, maintains cash or money‑market balances for liquidity and fee debiting, does not use third‑party portfolio managers or illiquid alternative investments, and includes ongoing financial planning as part of its management services.

Distinctive operational features noted in the brochure include operating its advisory services as a wrap fee program sponsor and participating in LPL‑sponsored programs with an Asset‑Based Pricing (ABP) arrangement that covers program transaction charges — a structure the firm highlights and that is uncommon among peer team firms. The firm also discloses that some advisers are dually registered with LPL and that it receives transition assistance and other support from LPL, which the firm identifies as potential conflicts of interest and says it addresses through disclosure and internal review procedures.