Description:
We work with Individuals, Business Executives, and Business Owners.
We help executives and individuals build and protect their wealth through investment planning, estate plan management, philanthropic planning, and plans for educating children and grandchildren.
We help business owners with all aspects of their business and personal wealth management needs, including business entity structure, ownership transactions, retirement plans and financial statement review.
Number of Employees: 3
For more information, please contact us with the following details:
Contact Email: kevin@cwoconner.com
Mobile Number: 404-702-4479
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Our Network
