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OWM provides financial planning, investment management, and retirement coaching to affluent individuals, business owners, and families. As a fiduciary we strive to establish relationships with our clients and their families that last decades. In our experience, clients with liquid investable assets of at least $500,000 (including your 401(k)), who value long term relationships, and embrace our Return on Life approach are most likely to benefit from our services.


Serving clients remotely in:
Canada – Ontario
U.S. – Arizona, California, Washington DC, Delaware, Florida, Hawaii, Illinois, Massachusetts, Maryland, Maine,  Minnesota, North Carolina, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, and Washington