Solutions
Solutions
One Resource. Endless Solutions.
Being entrepreneurs ourselves, we understand the value of having a single resource who can oversee all of the important affairs. Our clients see Blackwood as their “external COO” who oversees all of their planning initiatives. Equal parts strategist, coach, talent scout, and implementer, Pat O’Connor and the Blackwood team have the expertise to handle all of your planning needs.
Above the line and the bottom line.
Our clients are successful business owners who understand how a clear vision, goals, and strategy can positively impact the company’s bottom line. Blackwood’s unique planning approach is designed to mirror this same philosophy. Our Discovery process was developed to ensure that any product, tactic, or tool that is implemented must directly reflect the “above the line” thinking of our clients.
Comprehensive Planning & Management
Life Insurance
Investment Management
Will & Estate Planning Documents
Family Meetings & Governance
Executive Benefits
Employee Benefits
Founder Pat O’Connor
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