Our typical clients realize that the financial world is complex, and they are not seeking simplistic solutions. They understand that investment management is not trading stocks on the internet. They realize that retirement plan and estate management issues and laws keep changing, and professional help is needed. Many have previously experienced either the rigors of self-planning or the inherent conflicts associated with the financial product sales model. In short, our clients are smart people of wealth who know they need objective professional services.

GENERALLY, OFM WEALTH ATTRACTS CLIENTS IN 3 DEMOGRAPHIC STAGES OF LIFE:

SUCCESSFUL GEN X'ERS FOR WHOM LIFE HAS GOTTEN BUSIER AND MORE COMPLICATED:
These 40 and 50 year olds have many balls in the air and find comfort in our wealth management help.
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PRE-RETIREMENT BABY BOOMERS WHO SEEK HELP WITH THE FEASIBILITY OF A PARTIAL OR FULL RETIREMENT:
This could be an anxious time of life. OFM WEALTH’s guidance could be calming.
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PARTIAL OR FULL RETIREES WHO FIND COMFORT IN REALIZING THAT THEIR FINANCIAL HOUSE IS IN ORDER:
We routinely visit their retirement, investment, tax, and estate planning situations.
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COAST TO COAST SERVICE

  • States In Which We Currently Serve Clients