C. W. O'Conner Wealth Advisors, Inc.

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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

Website:
http://www.cwoconner.com

Year Founded:
1995

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Duluth, GA, United States

Portfolio & Notable Allocations


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C W O Conner Wealth Advisors Inc | Duluth Multi Family Office | Altss