Charles Investment Winninger

O'Donnell Wealth Management is a Wyoming-based, family and Veteran owned firm that specializes in professional investment portfolio management. With a team of experienced investment managers and support staff, they prioritize risk management and capital preservation over chasing high returns, aiming to deliver reasonable expectations and provide the highest level of service to their clients. As hands-on, active, and tactical portfolio managers, O'Donnell Wealth Management utilizes block trading technology and conducts active research on a wide universe of potential investments. They are a rapidly growing firm, continually adding staff and resources to better serve clients, and their all-inclusive relationship fee covers portfolio management without additional transaction fees or commissions.Generated from the website

Inheritance Builders, located in Cody, WY, is dedicated to empowering clients to effectively steward their resources while fostering a multi-generational legacy rooted in spiritual dependence on Jesus Christ. Led by Jeremy Becker, a Certified Kingdom Advisor with over 20 years of expertise, the firm emphasizes personalized financial planning and ethical investment strategies. By guiding clients through thoughtful goal-setting and utilizing a moral screening on all investments, Inheritance Builders aims to treat clients like family, ensuring their financial decisions reflect their values and long-term aspirations. The company operates under the principle that a good man leaves an inheritance to his children's children, as highlighted in Proverbs 13:22. Generated from the website