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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.

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

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

Take Our Free Assessment

Are you getting the best Return on Life possible with the money you have?
Are you using your money in ways that improve your life?

Click on the link below to take our 5-minute ROL Index Assessment and receive your FREE personalized report. You might be surprised by the results!

click here to begin!

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