Individuals & Families

As our clients accumulate wealth, their needs, challenges, and the advice they require often increase in complexity.

As a multidisciplinary firm, OJM can integrate investment 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 benefit planning.

As part of our fiduciary duty, OJM offers investors:

TAILORED ADVICE

  • Understanding of each client’s unique situation
  • Frequent interaction and communication
  • Customized strategy determined by each client’s risk tolerance, time horizon and financial goals

TRANSPARENT FEE STRUCTURE

  • Fee based on percentage of assets managed
  • Alignment of firm’s goals with those of our clients

SAFEGUARDING OF ASSETS

  • Assets held by institutional custodians (Charles Schwab, TD Ameritrade)
  • Independence from any third-party firm or investment product
  • Seamless connection to clients’ portfolios to facilitate reporting and transactions

INSTITUTIONAL APPROACH

  • Minimized effect of market volatility
  • Tailored blend of wealth management strategies

ARTICLES

David Mandell

The Advisor Advantage

Seven Benefits Your Advisor Should Bring to Your Portfolio “Do I really need help—or can…

VIDEOS

Tax Planning for the Uber Wealthy
Webcasts

Tax Planning for the Uber Wealthy

Do the ultra-wealthy pay lower taxes than you do? OJM Partner, Carole Foos, answers this…

PODCASTS

opportunity zones
Bob Peelman

Opportunity Zones: Are They a Tax-Saving Opportunity for You?

In this Q&A session, OJM Wealth Advisors Bob Peelman and Adam Braunscheidel discuss the “opportunity…