Legal and Financial Advisors

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Home / Who We Serve / Legal & Financial Advisors

Support for Legal and Financial Advisors

Trusted legal and financial advisors may become privy to sensitive information about behavioral health issues and other special needs within a family system. They may also have to address these issues in their long-term planning with clients. Our advisor clients include wealth managers, family office executives, accountants, trust and estate attorneys, trustees, and family business consultants.

O’Connor Professional Group (OPG) partners with financial and legal professionals to ensure that their clients receive the best possible care for any clinical concerns.

Our Services Address

  • Mental Health Issues
  • Substance Abuse and Other Compulsive Behaviors
  • Eating Disorders
  • Autism Spectrum Disorder and Other Special Needs
  • Evolving Needs of Older Adults and Their Families
  • General Mental Wellness and Life Transitions

Advisor Offerings

  • Behavioral Health NavigationTM Support

  • Coaching

  • Coordination of Inpatient and Outpatient Provider

  • Companion Services

  • Consulting

  • Crisis Management

  • Education

  • Monitoring Support

  • Training

  • Webinars

  • Distribution Advisor Services

Why O’Connor Professional Group?

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International Network

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Crisis Management

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Confidential Approach

With a team of more than 300 highly-experienced clinical professionals across a vast spectrum of specialties and an extensive network of providers and services, OPG delivers agile and highly responsive 1:1 mental health and wellness coaching, educational support for advisors and facilitated conversations when and where needed. Our team serves clients nationally and internationally, working in homes, communities and virtually.

Connecting directly with advisors and their clients, OPG coaches and professionals address the most immediate concerns, engaging in a confidential and safe dialogue to derive the best outcomes and positively impact overall wellbeing.

Working collaboratively with all parties involved OPG’s professionals oversee the coordination of services, attend to advisor and client needs and provide management with utilization and progress reports as requested.

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Learn more about how OPG can help.

OPG services are not covered by insurance.