Services
Services Aligned With Your Goals
Our services are customized to meet each clients’ income, assets, needs, and goals. GO Wealth Management is part of the O’Connell Companies, led by Gwen O’Connell, CPC, AIF®, who brings 30 years of experience as a financial consultant and an administrator of qualified plans. She has built her business by making sound, well-reasoned decisions during both good times and more than one economic downturn.
Retirement
Taking into account your essential expenses, dream purchases and goals, we partner with you to create a plan that delivers a reasonable distribution rate based on likely and conservative outcomes.
Investment Management
Our market research, financial competence, and in-depth analysis allow us to design a portfolio specific to your needs.
Tax and Estate
We help you make sense of the legal and tax requirements facing your assets and develop a plan to fit your needs. Plans include wealth transfer, trusts, IRA's, pensions, estate planning, and more.
Risk Management
Considering all of life’s variables, we help you prepare for worst-case scenarios. Plans may include healthcare, survivorship, property, casualty and liability protections.
Private Client Services
Take control of your financial life. We can connect you with trusted CPAs, trustees, and attorneys to provide the best advice on decisions that affect your financial future.
Annuity Makeover
The world of annuities changes constantly. If your annuity is more than 5 years old, there might be a better option available at a lower cost. New annuity options might reduce your fees with principal protection and improve guaranteed income.
Deferred Sales Trust
When you want to sell a highly appreciated asset, a Deferred Sales Trust provides a way to avoid taxes and receive monthly income – almost like a personal pension. Plus, you can retain family wealth and maintain estate liquidity.