Wells Fargo Advisors works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth.

Patrick S. O'Connor, CRPC® Managing Principal, Senior Financial Advisor and PIM Portfolio Manager works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth. He has a principled advisory practice that assists clients in developing long-term financial solutions and implementing their results-oriented financial strategies. Patrick has an open and honest approach to his practice and his relationship with you. He makes himself ...

Patrick S. O'Connor, CRPC® Managing Principal, Senior Financial Advisor and PIM Portfolio Manager works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth. He has a principled advisory practice that assists clients in developing long-term financial solutions and implementing their results-oriented financial strategies. Patrick has an open and honest approach to his practice and his relationship with you. He makes himself available and feels communication is paramount to the relationship. He strives to build long lasting relationships with, among other things, multi-generational family meetings, frequent contacts and pertinent one on one reviews. Patrick implements effective customized wealth management practices and modern portfolio theory. These items help to analyze your your goals while demonstrating the impact those goals might have on your future wealth. The pursuit of meaningful goals is something we all share. Whether you're planning for retirement, to fund education for your children or grandchildren, buy a dream vacation home, address health care needs or leave a legacy for the next generation I can help you succeed. With an understanding of your individual needs and goals, we will implement a personalized wealth management plan, then monitor and adjust it as necessary to help you achieve those goals. My practice has a client centric approach to comprehensive total balance sheet wealth management. It ensures that the recommended strategy encompass your individual financial goals, time frame and risk tolerance. I conduct regular meetings with you to review relative performance, reconfirm financial goals and make prudent adjustments as economic or lifestyle conditions warrant. I provide integrated solutions to help you with all aspects of your financial life. I assist foundations and endowments to accumulate and preserve wealth with strict adherence to the groups stated Investment Policy Statement. Please visit my website at https://fa.wellsfargoadvisors.com/algonquin for more information about my practice and the services I provide to my clients. I am currently accepting new clients.