Sean O'ConnorMBA • PARTNER
A fiduciary financial advisor serving Wisconsin from Salem Lakes near Kenosha, helping families plan for retirement, equity compensation, and taxes with coordinated, personal advice.
Meet Sean
Sean O'Connor is a Partner at Serenity Wealth Management who pairs financial planning with an accounting background to help families make confident decisions.
Sean O'Connor's introduction to investing came from his grandfather, who spoke with him about a custodial account he had started on Sean's behalf. Sean did not fully understand the account at the time, but those conversations sparked a lasting interest in finance.
That interest led him to the Academy of Finance program in high school, which earned him early college credits and his first internship with an investment advisory firm. Later, while pursuing his MBA, he shadowed his father-in-law, a financial advisor, and saw firsthand the impact that thoughtful advice can have on a client's life.
Sean began his advising career with Ameriprise Financial in Midtown Manhattan after earning his MBA. A few years later he founded his own firm, O'Connor Wealth Planning, in 2021, and joined his mother-in-law's accounting practice the same year. Working alongside accountants expanded the range of services he could offer his clients.
In 2024, Sean connected with Serenity Wealth Management and merged his practice with the firm, recognizing that its approach would let him deliver the level of service he believes clients deserve. Outside of work, he treasures time with his wife, Allie, their sons, Brayden and Kane, and their dog, Briggs. He also enjoys playing and watching hockey, reading, and outdoor activities such as hiking, camping, and biking.
How Sean Helps
Coordinated planning that brings together investments, taxes, and long-term goals for families across Wisconsin.
Retirement Planning
A plan to turn savings into dependable, tax-aware income built around your goals and timeline.
Investment Planning
Portfolios aligned with your written plan and comfort with risk, reviewed as your goals change.
Equity Compensation, RSUs and ISOs
Strategies for restricted stock and incentive stock options, including timing and taxes.
401(k) and Rollover Guidance
Clear direction on consolidating and positioning retirement accounts as you change jobs or retire.
Tax-Focused Planning
Tax-efficient strategies informed by an accounting background and coordinated with your plan.
Estate and College Planning
Coordination on legacy goals and education funding, working with your attorney and CPA.
Areas Sean Serves
Based at 23042 75th Street in Salem Lakes, Sean works with clients across southeastern Wisconsin near Kenosha, and nationwide by secure video and phone.
Salem Lakes
Families and professionals across western Kenosha County planning for retirement and taxes.
Kenosha
Households near the lakefront seeking coordinated, fiduciary advice.
Racine
Pre-retirees and business owners building long-term wealth.
Lake Geneva
Established families who value independent, personal guidance.
Milwaukee and Southeast Wisconsin
Professionals with equity compensation and complex planning needs.
Nationwide by Video
Clients across the country who prefer to meet securely by Zoom or phone.
Have questions? Let's talk.
Whatever stage you are at, Sean is glad to answer your questions. Book a complimentary introductory call, or reach out directly.
Frequently Asked Questions
Is Sean O'Connor a fiduciary financial advisor?
Yes. As an investment adviser representative of a registered investment adviser, Sean provides advice in a fiduciary capacity and is committed to acting in his clients' best interest in that role.
What credentials and experience does Sean O'Connor have?
Sean is a Partner at Serenity Wealth Management and holds an MBA. He began his advising career at Ameriprise Financial in Manhattan, founded O'Connor Wealth Planning in 2021, and merged his practice with Serenity Wealth Management in 2024.
Where is Sean O'Connor located and what areas does he serve?
Sean works from 23042 75th Street in Salem Lakes, Wisconsin, near Kenosha. He serves clients across southeastern Wisconsin, including Kenosha, Racine, and Lake Geneva, and nationwide by secure video and phone.
Who does Sean O'Connor work with?
Sean works with families, individuals, and business owners, including people with equity compensation such as RSUs and ISOs. His clients often value the way he pairs financial planning with an accounting background.
What services does Sean O'Connor provide?
Sean provides retirement and investment planning, equity compensation and RSU and ISO strategies, 401(k) and rollover guidance, tax-focused planning, and estate and college planning coordinated with your attorney and CPA.
How do I schedule a meeting with Sean O'Connor?
You can schedule a complimentary introductory meeting through the booking link on this page, or call (262) 382-3290. The first conversation is a no-pressure discussion to see whether his experience fits your situation.