Investar Wealth Management

Investments Financial  Advice  To  Help  You  Achieve  Your  Goals

Inves­tar Wealth Man­age­ment offers an invest­ment ser­vices pro­gram through Ameriprise Finan­cial Insti­tu­tions Group, a chan­nel of Ameriprise Finan­cial Ser­vices, LLC. Through on-site finan­cial plan­ning, exten­sive invest­ment solu­tions and con­ve­nient dig­i­tal capa­bil­i­ties, they part­ner with us to help you reach your finan­cial goals. 

Why work with a financial advisor?

You work hard for what you earn — make sure your sav­ings and invest­ments are prepar­ing you for the future you want. A finan­cial advi­sor can help you achieve your short- and long-term finan­cial goals and plan for unex­pect­ed events. Through an ongo­ing, col­lab­o­ra­tive rela­tion­ship with a finan­cial advi­sor, plus secure any­time access to your accounts online, you can track your progress toward your goals and receive time­ly advice when you need it.

Our financial advisors 

Finan­cial advi­sors Kevin O’Connell and John McShan at Inves­tar Wealth Man­age­ment, a finan­cial advi­so­ry prac­tice of Ameriprise Finan­cial Ser­vices, LLC, are avail­able in our South­lake, Wichi­ta Falls, and Wise Coun­ty mar­kets in Texas to speak with you about your unique finan­cial sit­u­a­tion and goals.

Kevin O’Connell
Wichi­ta Falls and South­lake
940.687.3127
View Pro­file

John McShan

John McShan
Wise Coun­ty
940.394.7121
View Pro­file

A comprehensive approach

Togeth­er, you and your finan­cial advi­sor will eval­u­ate your cur­rent finan­cial sit­u­a­tion. From there, your finan­cial advi­sor will work with you to address key needs, con­sid­er tax strate­gies and find ways to help fill any gaps that could keep you from achiev­ing the lifestyle you want.

Through per­son­al­ized finan­cial advice, your finan­cial advi­sor will help you pri­or­i­tize what’s impor­tant today, while plan­ning for a con­fi­dent finan­cial future.

Solutions and advice aligned to you

Through Ameriprise Finan­cial, you’ll have access to wide-rang­ing advice — from cus­tomized invest­ment rec­om­men­da­tions and asset allo­ca­tion strate­gies to com­pre­hen­sive finan­cial plan­ning that cov­ers key aspects of your finan­cial life — to help you meet your finan­cial goals. And your finan­cial advi­sor can pro­vide access to an exten­sive suite of solu­tions to meet your spe­cif­ic needs, includ­ing invest­ments, insur­ance and annu­ities, and much more.

Prod­ucts and ser­vices avail­able through Ameriprise Finan­cial

  • Finan­cial planning
  • Retire­ment planning
  • Invest­ments
  • Fund­ing edu­ca­tion expenses
  • Insur­ance and annuities
  • Estate plan­ning strategies
  • Retire­ment income strategies
  • Tax plan­ning strategies

About Ameriprise Financial

As a long­stand­ing leader in finan­cial plan­ning and advice, Ameriprise Finan­cial helps clients nav­i­gate the present with­out los­ing sight of the future.

Ameriprise Finan­cial has remained true to its vision of putting its clients’ inter­ests first for more than 130 years. Ameriprise Finan­cial has more than $1.7 tril­lion in assets under man­age­ment, admin­is­tra­tion and advise­ment1.

View the Ameriprise FIN­RA Bro­kerCheck listing.

1 Ameriprise Finan­cial Q2 2026 Earn­ings Release

Disclosures

We have a part­ner­ship with Ameriprise Finan­cial Ser­vices to pro­vide finan­cial plan­ning ser­vices and solu­tions to our clients. We are not an invest­ment client of Ameriprise, but we have a rev­enue shar­ing rela­tion­ship with them that cre­ates a con­flict of inter­est. Details on how we work togeth­er can be found on ameriprise​.com/​s​e​c​-​d​i​s​c​l​osure.

Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value

Ameriprise Finan­cial Ser­vices, LLC is not an FDIC insured bank; FDIC insur­ance only cov­ers the insol­ven­cy of FDIC-insured banks.

Ameriprise Finan­cial can­not guar­an­tee future finan­cial results.

Ameriprise Finan­cial Plan­ning Ser­vices are option­al, offered sep­a­rate­ly, and priced accord­ing to the com­plex­i­ty of your case and your finan­cial advisor’s prac­tice fee sched­ule. Your fees and finan­cial advi­sor may be sub­ject to change.

Finan­cial plan­ning is gen­er­al­ly appro­pri­ate if you have finan­cial goals, suf­fi­cient assets and income to address your finan­cial goals, and are will­ing to pay an invest­ment advi­so­ry fee for rec­om­men­da­tions to help you achieve those goals. Please review the Ameriprise Finan­cial Plan­ning Client Dis­clo­sure Brochure or, for a con­sol­i­dat­ed advi­so­ry rela­tion­ship, the Ameriprise Man­aged Accounts and Finan­cial Plan­ning Ser­vice Dis­clo­sure Brochure, for a full descrip­tion of ser­vices offered, includ­ing fees and expenses.

Ameriprise Finan­cial, Inc. and its affil­i­ates do not offer tax or legal advice. Con­sumers should con­sult with their tax advi­sor or attor­ney regard­ing their spe­cif­ic situation.

Inves­tar Bank is not affil­i­at­ed with Ameriprise Finan­cial, Inc.

Invest­ment advi­so­ry prod­ucts and ser­vices are made avail­able through Ameriprise Finan­cial Ser­vices, LLC, a reg­is­tered invest­ment adviser.

Secu­ri­ties offered by Ameriprise Finan­cial Ser­vices, LLC. Mem­ber FIN­RA and SIPC.

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