Broker Check
Patrick O'Gara

Patrick interned at Strategies for Wealth during his senior year at Fairfield University. Having had similar opportunities and experiences at various other reputable financial institutions throughout his college tenure, he immediately recognized something was different at his new firm. The relationship between advisor and client went so far beyond account statements and financial benchmarks, with advisors truly knowing what the client valued, along with their respective goals and objectives.   

After practicing for a year independently, Patrick partnered with senior advisor Steve Wilson, with whom he has created a comprehensive financial services team over the past fourteen years.  By way of education, clients are equipped with the information necessary to self-discover their ideal path forward, so that they may align what they truly want with financial action. 

Patrick’s driving force in life is to be the best husband, dad, and financial coach he can be, alongside his wife Shana and two children, Kennedy and Connor.