About ODMD Wealth Management Services
Providing consulting and advice to help you manage and preserve your wealth and protect your family.
ODMD Wealth Management provides a full range of consulting and advisory services to high net worth individuals, families, family offices, closely held businesses, executives of multi-national corporations, family trusts, and entrepreneurs.
ODMD Wealth Management is a division of the independent public accounting firm O’Connor Davies Munns and Dobbins, LLP, which was founded in 1891 and is one of the largest accounting and consulting firms in the New York Tri-State area.
ODMD Wealth Management assists its clients in handling, organizing, evaluating and monitoring their individual and family wealth including assets and investment portfolios, personal finances, compliance and reporting.
Our team of experts takes a thoughtful, individualized approach that includes developing, implementing and monitoring personalized wealth management plans. Areas of expertise include investment and portfolio reviews and evaluation, performance tracking, asset allocation strategy, trade verification, taxation, cash flow planning, expense management, estate planning and in particular reporting and organizing the entire process.
ODMD helps its clients set personal goals and objectives, manage assets, evaluate investment managers and portfolio performance, design, implement and monitor asset allocation and diversification strategies, plan for retirement, manage pension assets and employee benefits, make charitable gifts, optimize debt, minimize estate and generation skipping taxes (GST), plan stock option exercise, minimize taxes, transfer wealth to future generations, and design and implement tailored financial solutions to build and preserve wealth.
In today’s increasingly complex and interrelated world, ODMD Wealth Management is uniquely positioned to help you manage your wealth because of its proven, firsthand knowledge of the interrelationships between personal and family demands and goals and objectives, increasingly complex financial products, complicated regulatory and tax issues, and ever-changing markets. ODMD’s Wealth Management team of consultants possesses decades of experience in helping its clients establish meaningful and effective wealth planning and management programs and practices for the long run. In today’s challenging times, ODMD Wealth Management is your bridge between sound wealth creation and investment management practices and your personal and family objectives.
Our dedicated team of consultants has experience, expertise and extensive knowledge in:
- Developing, implementing and monitoring financial plans and wealth management plans
- Asset allocation and risk management
- Investment analysis and evaluation
- Portfolio performance measurement and tracking
- Taxation—minimizing taxes, designing and implementing investment structures to manage capital gains and devising a long-term tax program
- Trusts & Estate Planning and Charitable Giving
- Exercise of stock options
- Maximizing the after-tax proceeds of the sale of closely held businesses and restricted stock
- Financial reporting and recordkeeping and
- Organizing the entire process.
ODMD Wealth Management is organized to meet your specific business needs and provide personalized service, open and continuous communication, sound business solutions and thoughtful advice.
