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Industries shift and new economies emerge,
but your financial goals remain the same.

Discover Our Process

Industries shift and new economies emerge, but your financial goals remain the same.

Discover Our Process

Develop A Solid Investment Foundation with Unparalleled Client Service

The OWM Difference

We're often asked by prospective clients, “What makes you different?” The answer is simple: We're investors just like you.

We know and understand the issues that investors face and we know that they have expectations of the firm with which they work. Our experience working for banks, brokerage houses, and insurance companies has given us valuable insight into what drives our competition and it has helped us identify the flaws in their business models that we believe effect investors. We've built a business that is relationship and service based, and our compensation is not based on how much we sell. This, we believe, is a win/win for our clients and our firm, and reinforces our mutual goal of growing your asset base.

About Us

Latest Posts

Rocket Man: Father’s Day Wisdom in a Trillion-Dollar World
18 June 2026
A thousand seconds is about 17 minutes.  A million = nearly 12 days.  A billion seconds is more than 31 years.  And a trillion? More than 31,000 years.  At that scale, numbers stop feeling like something we can picture and start seeming out of this world. 

Why This World Cup Feels Bigger Than Sports
11 June 2026
Even if soccer isn’t your thing, it is hard not to notice the excitement surrounding the World Cup. Traditionally, Americans have been skeptical of soccer compared with football or basketball because it’s not as high scoring, the pace seems slower, and a lot of complexity happens on the field.  But that’s also part of why it can be worth watching. 

Your “Once in a Lifetime” Summer
04 June 2026
When The Talking Heads released Once in a Lifetime in 1980, the world backdrop was anything but calm. Inflation was high, recession fears were real, and uncertainty seemed to be everywhere. More than four decades later, the feeling is familiar — and it has us singing, same as it ever was.  And you may ask yourself, “Well, how did I get here?”