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Due to COVID-19,our staff will be working remotely.  We are still available during office hours (8:00am-4:30pm) at our office number and email listed on this page.


OWM provides wealth management services including financial planning, investment management and retirement coaching to affluent individuals and families. We work as a fiduciary and strive to be a trusted resource for personal, family, and business needs. Given the scope of services we provide to our clients, OWM requires that we manage at least $500,000 of your assets in order to engage our services.

Visit Us:

Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 224
Williamsville, NY 14221

Serving clients remotely in California, Florida, Maine, Montana, Oklahoma, and Pennsylvania.

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