O'Connor Wealth Management

Steve Garrett and Associates Inc., founded by Steve Garrett in January 1991 after his departure from Merrill Lynch, initially started as a sole proprietorship and evolved into a corporation in 2003. With over three decades of experience, Steve Garrett has served as a litigation consultant and expert witness in various legal settings, including federal and state courts as well as regulatory organizations like FINRA. In addition to his consulting work, Steve Garrett has dedicated much of his career to mentoring and educating others in the financial services industry. The firm recognizes the importance of economic and market freedom, asserting that the emergence of new ideas and technologies drives future growth and investment opportunities. Generated from the website

At PAS, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.