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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
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!