ICCF Wealth Management is Central Florida's premier independent advisory practice located in Winter Park, Florida. Founded by Doug Sheahan and John O'Donnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price. Doug and John share a strong entrepreneurial drive to deliver better service at greater value.
Our clients span a broad range of demographics, backgrounds, and portfolio sizes. Whether accumulating or preserving wealth, our clients value the insight we provide through thoughtful planning based on individual client needs. Utilizing Charles Schwab, our firm accesses the breadth of products one should expect from their advisor while maintaining the personal attention of a locally owned and operated business.
ICCF Wealth Management looks forward to the opportunity to meet with you to review your comprehensive plan. Whether we are helping a family prepare for the uncertainties of tomorrow, or a business insure complex risks, we approach every relationship by first fully understanding the unique challenges and needs to create complete solutions.
Our clients span a broad range of demographics, backgrounds, and portfolio sizes. Whether accumulating or preserving wealth, our clients value the insight we provide through thoughtful planning based on individual client needs. Utilizing Charles Schwab, our firm accesses the breadth of products one should expect from their advisor while maintaining the personal attention of a locally owned and operated business.
ICCF Wealth Management looks forward to the opportunity to meet with you to review your comprehensive plan. Whether we are helping a family prepare for the uncertainties of tomorrow, or a business insure complex risks, we approach every relationship by first fully understanding the unique challenges and needs to create complete solutions.
Services
We provide sound asset allocation strategy by utilizing statistical modelling to improve success rates.
This independent advice helps families maintain and grow their net worth over the long term while protecting against market volatility and inflationary periods.
We also work closely with all family members to provide education on how to use wealth wisely to provide for the individuals and causes that are most important to them.
We understand that many high net worth individuals and families spread the responsibility of asset management to multiple advisors.
This independent advice helps families maintain and grow their net worth over the long term while protecting against market volatility and inflationary periods.
We also work closely with all family members to provide education on how to use wealth wisely to provide for the individuals and causes that are most important to them.
We understand that many high net worth individuals and families spread the responsibility of asset management to multiple advisors.
We provide sound asset allocation strategy by utilizing statistical modelling to improve success rates.
This independent advice helps families maintain and grow their net worth over the long term while protecting against market volatility and inflationary periods.
We also work closely with all family members to provide education on how to use wealth wisely to provide for the individuals and causes that are most important to them.
Thank you so much for your assistance, as I believe your part in this process has been the reason that we were able to shorten the very long review process that I was certainly going to have to face prior to your intervention.
This independent advice helps families maintain and grow their net worth over the long term while protecting against market volatility and inflationary periods.
We also work closely with all family members to provide education on how to use wealth wisely to provide for the individuals and causes that are most important to them.
Thank you so much for your assistance, as I believe your part in this process has been the reason that we were able to shorten the very long review process that I was certainly going to have to face prior to your intervention.
Founded by Doug Sheahan and John O'Donnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price.
Doug and John share a strong entrepreneurial drive to deliver better service at greater value.
John has built his expertise in the areas of insurance since beginning his career in 2003.
He started working with individuals and quickly built a practice around small and mid-sized employee benefit plans before acquiring Insurance Consultants of Central Florida (ICCF) in 2010.
Doug and John share a strong entrepreneurial drive to deliver better service at greater value.
John has built his expertise in the areas of insurance since beginning his career in 2003.
He started working with individuals and quickly built a practice around small and mid-sized employee benefit plans before acquiring Insurance Consultants of Central Florida (ICCF) in 2010.
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