Our Services
Hitting the target is vital when dealing with people's financial futures. OWI strives to hit the bull's eye in regards to service, competency, knowledge, and transparency. |
Holistic Wealth Planning
- Investment management
- Retirement strategies & planning
- Estate conservation & planning
- Tax management & planning
- Employer retirement plan implementation
- Insurance needs analysis: life, disability, long-term care, & health
- Cash flow & debt consultation
- Education planning / 529 plans
- Corporate benefits & stock options
- Legacy / next generation planning
Investment Management
- Active, relative strength, merit-based deployment of capital
- Passive strategic asset allocation
- Risk assessment management