We offer two platforms in which to engage OWM: Consulting and Asset Management.
Through the consulting portion of our business, we offer:
- Financial Planning
- Retirement Planning
- Income Planning
- Tax Planning
- College Planning
- Social Security Planning
- Insurance Consulting
- Business Consulting
- Merger & Acquisition Consulting
Our fees are offered on an annual retainer, hourly fee, or fixed fee. A set-up fee may be required prior to any work being completed.