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The O'Donnell Group
Our Services
Our Approach
Family Office
Insights
Who We Are
Contact
Client Access
The O'Donnell Group
Our Services
Our Approach
Family Office
Insights
Who We Are
Contact
Client Access
Our Services
Our Approach
Family Office
Insights
Who We Are
Contact
Client Access

Knowledge Bank

Five Reasons to Make Philanthropy a Family Affair
Getting your family involved in charitable giving can create a powerful legacy

Wills and Trusts
The foundations of your rock-solid estate plan

Use Planned Giving to Help Make Your Dent in the Universe

Want to Avoid Gift and Estate Taxes? 
Get to know GRATs

The Super Rich Stress Test Their Financial Plans— and So Should You!

Want to Promote Family Entrepreneurship? Consider a Family Bank

Five Big Mistakes Executors Make— and How to Avoid Them

A Benefit Plan That Can Really Benefit Business Owners

Peace, Love and Understanding: Help Your Heirs See Eye-to-Eye About Family Wealth

It’s Time to Get Serious About Your Happiness

Seamlessly connecting with clients nationwide.

Contact Us

Firm Brochure (Form ADV Part 2)

Customer Relationship Summary (Form CRS)

Chico
555 Main Street, Suite 400
Chico, CA 95928

530.564.0960

Hermosa Beach
832 Hermosa Avenue
Hermosa Beach, CA 90254

424.254.3439

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Chico Wealth RIA Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.