PROVIDING GREATER FINANCIAL CONFIDENCE IN A CHANGING WORLD
FAMILY OWNED. CLIENT FOCUSED.
At OWM we are a third generation financial firm, dedicated to helping you build, protect, and preserve your wealth through comprehensive, holistic financial planning, investment management and collaboration.
WHO YOU ARE
Mid-Career Professional
-30s to early 50s
-Hard Working
-Balancing career, family, and future priorities
High-Earning Household
-Earning $400,000+ in salary or have $1M+ Investment Assets (or both!)
-Receiving variable compensation
Business Owner
-Owning and operating a business
-Property ownership
-Succession planning and transition planning
Family Focused
-Interested in preserving your legacy
-Learning what opportunities are available for the next generation
-Estate creation and charitable giving
Relationship Oriented
-Value expert guidance & advice
-Cherish your time and energy and are looking for a partner to preserve both
-See the value of a thought partner and accountability team
WHO WE ARE
Fiduciary Independent Advisors
-A team of financial experts
-40+ Year Track Record with ever expanding services
-One-Stop Planning shop
Tax-Efficient Investing
-Tax Optimized Portfolio
-Proactive Tax Loss Harvesting
-Diversified Portfolios
Team Player
-Annual Review Meetings
-Ad-Hoc Meetings as requested
-We return ALL calls/emails within 24 hours
-Generational and continuity planning
-Your wealth advocate and coach
Because we provide a very comprehensive level of counsel and service, an initial minimum commitment of 250k of investable assets is required in most cases.
