Jack O'donnell

JRO Wealth Management is based in San Diego, CA and works with clients in California and nationwide. Jack O'donnell focuses on people age 50+ who are in or near retirement, including individuals and couples with savings in the range described by the firm.

The practice centers on retirement planning, tax planning, estate planning, and investment management.

JRO Wealth Management is based in San Diego, CA and works with clients in California and nationwide. Jack O'donnell focuses on people age 50+ who are in or near retirement, including individuals and couples with savings in the range described by the firm.

The practice centers on retirement planning, tax planning, estate planning, and investment management. Its planning approach looks across retirement income, taxes, investments, healthcare, and legacy considerations so clients can understand tradeoffs and identify potential blind spots.

Tax preparation is described as available only as part of an ongoing advisory relationship. The firm also notes that it may coordinate with CPAs, estate planning attorneys, insurance professionals, and other professionals when a broader plan needs to stay aligned.