WEALTH MANAGEMENT

ojm_wealth_management_risk_scoreOJM Group is an innovative wealth management firm. As an independent registered investment advisor, we provide objective advice to our clients. We are not pressured to steer clients towards specific investment products or model portfolios—our independence means we act in the best interest of our clients while utilizing a transparent, client-aligned, fee-based model.

As our clients accumulate wealth, their needs, challenges and the advice they require often increase in complexity. As a multidisciplinary firm, OJM can integrate wealth management services with a client’s overall wealth plan by providing access to our team of specialists with expertise in asset protection, tax reduction, corporate structure and benefits planning. We encourage you to learn more about our team, our philosophy and our client-aligned business model by scheduling a free consultation

 

WHAT’S YOUR RISK NUMBER?

Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Is it Time to "Refi" Your Life Insurance?

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!

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