Mr. Littky brings more than 24 years of experience in the financial services industry to his leadership role at OneGroup Wealth Partners. He provides a holistic approach and platform in helping clients achieve their unique financial goals.
Together, alongside of a client’s tax, legal and consulting specialists, he creates seamless and customized wealth management strategies catering to:
High Net Worth Families | Professional Athletes & Entertainers | Small Institutional Clients | Pension Plans | Foundations & Endowments | Government and Non-profit Investment Planning
Areas of Expertise:
Financial Planning | Estate & Trust Planning | Family & Succession Planning | Liability Management | Managed Money Consulting | Restricted Stock & Options | Asset Allocation Strategies | Alternative Investments
Member, Association of Professional Investment Consultants | Member, Investment Management Consultant Association | Member, Financial Planning Association | Registered Financial Advisor, NFL Players Association
BA, University of Arizona 1994
Connie has 22 years of experience in the financial & accounting industry. As a critical member of the support staff, Connie is responsible for enhancing the client experience and assisting in managing client service initiatives. She serves as a point of contact for clients in all matters of account administration and works diligently to exceed client expectations.
Some of her many responsibilities with OneGroup Wealth Partners include:
Onboarding of clients | Preparation of client reports | Morningstar research
She has incorporated her extensive administrative knowledge into her role of providing sales and service support to OneGroup Wealth Partners, as well as acting as the firm’s client liaison for ongoing client service matters.