Long term and big picture thinking
At OND we believe that wealth management is more than just investment counseling. It involves understanding a client’s total financial picture and providing solutions for all of his or her major financial challenges in life.
As a wealth management firm, we spend our time focused on our clients’ goals and core values to make sure their financial plans reflect who they are and what they believe. We consider it a privilege to assist our clients in the realization of their life’s dreams.
We have been encouraged through the years by our clients who understand that wealth management is not just about the money. It is about family, faith, philanthropy, service, missions and making a positive difference in this world.
We are privileged to help many of our clients create a legacy of generosity and stewardship.
Our wealth management service offerings include the following:
- Wealth Enhancement
- Wealth Transfer
- Asset Protection
- Charitable Giving
- Retirement Planning
- Individual Retirement Accounts (IRA)
- 401(k), Roth 401(k), Profit Sharing, and Defined Benefit Plans
- Institutional Money Management
- College Funding Strategies
- Asset Management Strategies
- Mutual Funds