Our Services

When money meets life....clients reach out

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