O’Connell Investment & Insurance Services, operating as GO Wealth Management, manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and retirement plans. The firm builds customized investment plans based on each client's goals, time horizon, and risk tolerance, primarily using mutual funds, exchange-traded funds, individual bonds, alternative investments, and equities. GO Wealth Management offers both discretionary management, where the firm handles day-to-day trades without prior consultation, and non-discretionary services. Services cover retirement planning, tax strategies, estate planning, cash flow analysis, risk management, and multi-generational wealth transfer. The firm also assists employers with retirement plan consulting under federal rules.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.