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OWM provides wealth management services including financial planning, investment management and retirement coaching to high net worth 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 a minimum relationship size of $500,000 of investible assets under our management.
Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 224
Williamsville, NY 14221