Financial Advisory Services locations near Elgin, IL

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Wells Fargo Advisors

Financial Advisory Services

📍 2312 Esplanade Dr, Algonquin, IL, 60102

📞 847-458-0142

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. He provides efficient investment strategies to families who want to transition assets to their heirs and philanthropic gifting without adversely affecting them in the process. 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. Patrick's authentic, cogent and energetic style works well with physicians, business owners and others at risk of litigation. Patrick is well versed in assisting those who are transitioning from married life to independent living with sage advice and income generating strategies. Patrick advises special needs families. Patrick collaborates closely with you and your other trusted advisors to proficiently manage your assets and liabilities. Patrick is a long term resident of Crystal Lake with his wife and two children. Patrick is a member of MENSA "The High IQ Society". He was a feature writer for The Northwest Herald business section for five years. He was a contributing business writer for the Crystal Lake Chamber of Commerce's monthly publication for six years. He is the Charter President of the Crystal Lake Kiwanis Club. He was a past President of the Huntley Jaycees. He is a stage 3 cancer survivor. Patrick has earned the professional designation of CRPC® (Chartered Retirement Planning Counselor®.)