All good relationships are built on trust. At OWA, we earn that trust every day by truly understanding your values and goals to ensure the comprehensive strategies we recommend are uniquely yours. Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.
As an independent Wealth Advisory Firm, we create unbiased, customized investment solutions to help build, protect and transfer our clients’ wealth.
We offer the following services
Our foremost concern is your success, not product sales. We will use our expertise to develop an effective investment strategy designed to reach your objectives while reflecting your tolerance for risk.
Retirement planning has two phases; accumulation and actual retirement. During the accumulation phase we assist clients in setting goals and implementing strategies to meet them. We help our retired clients enjoy the lifestyle they’ve earned.
Our team of specialists will identify the risks which could be catastrophic to your portfolio and to your family. We will evaluate your life, long-term care, and disability insurance coverages.
We can help you explore and analyze the numerous options available for funding education, such as UGMA accounts, 529 plans and Cash Value Life.
We will review your estate planning needs, existing wills and trusts and recommend steps you can take to maximize the benefits to your heirs while minimizing the tax liability on your legacy.
We prepare your personal income taxes and provide you with professional tax-planning advice year-round.