O'Connor Wealth Management, Inc. ("OWM") is an investment adviser dually registered with the Securities and Exchange Commission and the state of California as it transitions to solely be registered with the SEC. Registration with the SEC and State of California does not imply any level of skill or training.

The content on this website is for informational purposes only and is not intended as a recommendation, offer, or sale of any security or investment strategy. The material on this website does not establish an investment advisory relationship with OWM, consider individual circumstances or objectives, or serve as personalized investment advice.

OWM offers a broad range of advisory services. For more information about our services and fees, please request a copy of our Form ADV Part 2A ("Disclosure Brochure).

Neither OWM nor its investment adviser representatives provide legal, tax, or accounting advice. You should consult your legal and tax advisers before making financial decisions. Investing involves risk and the potential for loss. There is always the potential of losing money when you invest in securities. While diversification, asset allocation, and rebalancing strategies can help manage risk, they cannot prevent losses in broadly declining markets. Past performance does not guarantee future results.

Any references to market indices are included for illustrative purposes only, as they represent unmanaged groups of securities that cannot be directly invested. Index performance includes reinvestment of income, dividends, and other earnings. However, indices do not reflect the deduction of advisory fees, transaction costs, or other expenses that would reduce returns. References to specific indices should not be construed as an implication that OWM strategies will have similar composition or results.