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C. W. O'Conner Wealth Advisors, Inc. Overview
Type
Multi Family Office
Year Founded
1995
General Information
C. W. O'Conner Wealth Advisors, Inc. is a multi-family office headquartered in Duluth, United States. Founded in 1995 by Clifford W. O'Conner, the firm traces its wealth origin to O'Conner’s achievements in public accounting, real estate development, and corporate finance. It provides investment management, tax, and comprehensive planning services to entrepreneurial families and business owners—delivering integrated fiduciary advice and multi-generational wealth stewardship.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Duluth, GA, United States
Portfolio & Notable Allocations
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