Bullrock Capital® Information

BullRock Capital is a boutique wealth advisory firm offering bespoke wealth management to discerning, sophisticated clients who need exceptional professional service. It’s holistic approach provides peace of mind and confidence so that they can enjoy what is important in their lives. BullRock Capital develops individually tailored plans to grow and sustain wealth based on our clients’ financial goals. As a Fiduciary Advisory, BullRock Capital is truly independent and only acts in the best interests of its clients. It takes no fees or commissions from banks, brokerages, insurance or investment companies. The firm was founded by Daniel O’Connell CFP® who has extensive experience in the development of complex investment products, the operation of sell side institutions under the stress of the Great Recession and the sales techniques of financial companies. This knowledge and expertise is now used to achieve the clients’ financial goals. BullRock Capital provides break through innovations to achieve financial goals through: Financial Planning Investment and Portfolio Management Wealth Management Estate Planning Tax Planning Endowment and Philanthropic Planning Business Succession Planning Inter-Generational Planning Retirement Planning 401(k) and Profit Sharing Planning Educational Planning Risk Management BullRock Capital does not seek or accept endorsements, “likes”, recommendations on LinkedIn and any such posts are not to be interpreted as endorsements of investment performance or advice. The information herein is for informational purposes only. Please read the disclosure information on our website which is incorporated herein.