o'donnell wealth management

The firm offers financial planning (fee-based planning, goal setting, risk management analysis), retirement planning (income strategies, qualified plan distributions, IRAs, 401(k)s), investment management (stocks, bonds, mutual funds, alternatives, annuities), business succession planning, risk management (life, disability, long-term care), and tax and estate planning strategies.

Elizabeth works with individuals, families, business owners, and estate fiduciaries through all phases of their financial life-cycle from accumulation and preservation to distribution. The firm serves Millennials (accumulation phase), Gen X-ers (preservation phase), and Baby Boomers (distribution phase).

Elizabeth is a CERTIFIED FINANCIAL PLANNER(tm) with an MBA in Finance and Marketing from the University of Colorado. She holds Series 7, Series 24, and Series 66 licenses, as well as Life, Health, and Variable insurance licenses. She has 18 years of industry experience.

The office is located at Building: One Cherry Center, 501 S. Cherry St., 11th Floor, Denver, CO 80246.

Office: 303-331-6434, Fax: 720-458-5094, Email: [email protected]

The Five Star award, administered by Crescendo Business Services, LLC, is based on 10 objective criteria including credentialing, regulatory history, client retention, and professional designations. Elizabeth was named a 2020 Five Star Wealth Manager out of 2,172 Denver-area wealth managers considered.

Yes, the firm uses eMoney and AdviceWorks client portals where clients can view financial accounts, access documents, track budgets, and manage preferences.

Elizabeth focuses on gaining a clear picture of both the client's financial life and personal life, then works to help align financial goals to reach personal goals. She provides integrated wealth management services through a team of specialists.