Thank you to everyone who supported our 11th Annual O’Hare Family Clay Shoot for #MultipleSclerosis. We are proud to share that, with your help, we raised $8,450 for the National MS Society. That's a record year for us! Since its inception, this annual event has raised over $43,000 to help support MS research and provide resources for those who are impacted by the disease. We thank everyone who has participated, donated, or otherwise supported our efforts over the years.
O'Hare Wealth Management
Financial Services
Mequon, WI 168 followers
Practicing excellence in wealth management.
About us
Our philosophy is simple: excellence in wealth management. We believe a foundation of trust and integrity is essential to building solid client relationships. Our team offers advice, guidance, service and experience focused on the individual. We embrace your vision and bring its various components together in a clear strategy designed to target your goals. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm
- Website
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https://oharewealth.stewardpartners.com/
External link for O'Hare Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Mequon, WI
- Type
- Partnership
Locations
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Primary
Get directions
Mequon, WI, US
Updates
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O'Hare Wealth Management has been named to AdvisorHub's "Top 250 Advisors to Watch: Under $1B". Scoring is based on quality of practice, growth, and professionalism. Great job, team! John J. O'Hare II, CFA John J. (JJ) O'Hare III, CPWA® Gerald (Jerry) Jones Amanda Sachs, CFPⓇ ChFCⓇ CLUⓇ Megan Roder Joshua Leber AdvisorHub https://ow.ly/AwrY50SmHWQ
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Gerald (Jerry) Jones spent the day emceeing the Junior Achievement of Wisconsin Titan Business Challenge at the beautiful Acuity Insurance HQ. Congratulations to the 1st place team 🥇, and great job to all who participated!
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We could not be more proud to call Gerald (Jerry) Jones a teammate. He continues to serve as a shining example within our team, and within his community, of someone who shares his gifts freely and with passion. Keep up the great work, Jerry! #NationalVolunteerWeek
Jerry Jones is a dedicated JA Volunteer and Board Member in the Sheboygan Area. It’s safe to say the JA Titan Business Challenge and JA Stock Market Challenge would not be as successful without his volunteer efforts; his connection with the student participants goes unmatched! We appreciate you, Jerry, and thank you for sharing your time with JA inside AND outside of the board room. #NationalVolunteerWeek #VolunteerAppreciation #ThankYou O'Hare Wealth Management
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O'Hare Wealth Management reposted this
We are excited to share the results of the JA Titan Business Challenge in the Sheboygan Area! We had 116 students from 9 area high schools participate in the competition, plus 26 mentors from the Sheboygan business community that joined us to work with students as they navigated the simulation. CONGRATULATIONS to our TOP TWO teams who will advance to the statewide competition on May 2, 2024, sponsored by Acuity Insurance. 🏆 First Place: $1,000 Scholarship per Student 💰 Nick Oonk, Mason Laganowski and Aidan Bossler from Oostburg High School Oostburg Public School District 🏆 Second Place: $500 Scholarship per Student💰 Jonah Walleser, Lucas Kaiser and Jackson Tulius from Howards Grove High School Howards Grove School District Special thanks to @Sara Larson from Acuity Insurance and Gerald (Jerry) Jones from O'Hare Wealth Management for supporting this event and our students (in more ways than one), and of course... our generous sponsors who make this event happen! Acuity Insurance BMO U.S. Johnson Financial Group Kohler Credit Union Masters Gallery Foods, Inc. Oostburg State Bank Sargento Sartori Company
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Amanda Sachs, CFPⓇ ChFCⓇ CLUⓇ Megan Roder Thank you for everything you do for our clients and our team!
International Women's Day is a global holiday celebrated annually on March 8 as a focal point in the women's rights movement. It observes the social, economic, cultural, and political achievements of women. Steward Partners honors and commemorates all the women! #InternationalWomensDay
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We're proud to be affiliated with Steward Partners. "Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Established in 2013, the firm fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. With its commitment to exceptional client service and forward-thinking partnerships, the firm was ranked as the #19 RIA in the country in Barron's Top 100 RIAs for the year 2023. Offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions, the firm was responsible for over $32 billion in client assets as of January 2024."
Steward Partners, a full-service, employee-owned, independent financial services firm, has been recognized as Hybrid RIA of the Year by Wealth Solutions Report in the second annual invitation-only Wealth Exemplar Awards. Read more here: https://ow.ly/k1xR50QGss5 #NewAward #NewRecognition Morningstar
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O'Hare Wealth Management reposted this
We would like to present you with our new logo! We are excited about what we have coming in 2024! Look for more breaking news and updates from Steward Partners. #TheBestIsYetToCome #NewLogo
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