WE SERVE THREE PRIMARY CLIENT SITUATIONS

OFM WEALTH NUMBERS

0%

Fee-Only

0%

Customer Satisfaction According to Survey

0

Collective Years of Wealth Manager Experience

0%

Proprietary Products Sold

0%

CFP® Professional Oversight of Client Accounts

OUR SERVICE CYCLE

INITIAL MEETING
  • We Get Acquainted
  • Discussion of your Goals, Objectives, and History
  • Review of Your Financial Information
  • Identify Work to be Completed
  • Fee and Service Discussion
PLAN PRESENTATION
  • Client Meeting to Discuss Financial Strategies That Meet Your Objectives. Next, a Meeting is Set to Implement Your Financial Plan.
INTERNAL CLIENT SERVICE
  • Reviews of Your Investment Accounts, Tax Planning, Processing of Income Requests, Coordination with CPA and Attorneys, Proactive Client Contact
PLAN PREPARATION
  • OFM Wealth Team Builds Financial Strategies for Your Investment, Tax, Retirement, Estate, etc. needs
implementation meeting
  • Review of Financial Plan and Implementation of Action Items
CLIENT REVIEW MEETINGS
  • Schedule Meetings/Calls to Review Your Investment, Tax, Estate, Retirement Income, Education Issues
  • Includes Investment Perfomance, Discussion of Changes in Your Financial and/or Personal Situation, etc.
Get started

WELCOME TO OFM WEALTH

This website describes who we are, the services we provide, and identifies the clients for whom our services are most appropriate.

OFM Wealth has been honored to work with many clients for many years, in some cases, decades. We know we’re not the right place for everyone, but where there is a fit, we commit to placing clients’ needs first on their financial journey.

Sam Ogrizovich, CFP®Sam Ogrizovich, CFP®President, Senior Wealth Manager
Video