OG Private Wealth
Company

OG Private Wealth

Financial Services 555 Main St 5 employees
Employees
5
Contacts
3
Emails
3
Phones
2

OG Private Wealth Overview

Headquarters
555 Main St
Industry
Financial Services
Employees
5
Founded
2009
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About OG Private Wealth

OG Private Wealth is a private wealth firm dedicated to helping business owners and high net worth families reach their financial goals and secure their future. We work with each client to define their personal vision for the future, develop a comprehensive plan to meet those goals, and then execute that plan methodically. With more than 15 years in the financial industry, we have a proven track record of helping individuals efficiently design retirement strategies they can trust. Our staff has the necessary knowledge, education, and experience to provide you with the best service possible. We leverage our expertise to help provide clarity in an otherwise convoluted industry. Our mission is clear: it is YOUR wealth! Let us help give you peace of mind that your hard-earned assets are working hard for you. We’re passionate about what we do and who we do it for. We believe that we are in the business of building relationships, not checking off boxes. We know that your unique goals and values deserve to be heard. That’s why we work closely with each client to develop a relationship based on trust and the sharing of knowledge. Follow us: Twitter: https://twitter.com/odonnellwealth Facebook: https://www.facebook.com/odonnell.wealth Instagram: https://www.instagram.com/odonnell.wealth/

OG Private Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

OG Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Brenda Saeturn Client Services Associate at the O'donnell Group - a Wealth Planning Firm
Email Phone
Crystal Cruz
View
Mike O'donnell Founding Partner, Og Private Wealth
Email
Ryan O'donnell Founding Partner & Author - Og Private Wealth
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

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