Are We What You Need?
“As a smart, busy professional, I know how to get things done. And I want someone to help me manage my finances who is equally skilled at what they do. Someone who will give me the personalized attention and support I deserve so I can focus on other priorities.”
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. OWA does not serve as an attorney, accountant, or insurance agent. OWA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of OWA’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on OWA’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.