Connect with us!
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.
Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 224
Williamsville, NY 14221
Serving clients remotely in California, Florida, Maine, Montana, Oklahoma, and Pennsylvania.