Our Team | O'Connor Wealth Management, Inc.

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

FEE-BASED ADVISORS WITH A FIDUCIARY DUTY

We provide independent financial advice for a fee. We believe it should all start with a plan.

Meet Our Team

John V. O'Connor

Founder

John is the founder of O'Connor Wealth Management, Inc. and has worked with families, high net worth individuals, and small businesses in the financial services industry for over thirty-five years. He currently serves as the Chief...

Chris de Lorimier, EA MBA

Chief Operating Officer

As Chief Operating Officer and a shareholder of the firm, Chris is responsible for the development and implementation of O'Connor’s internal management strategy in addition to serving as an investment advisor to the firm's clients and...