The term “wealth management” has been used to the point of over-saturation, with even those claiming to be “wealth managers” unaware of what it truly means.

At OG, wealth management is a consultative process used to first fully understand our clients’ needs, then deliver effective, customized solutions. To help further explain wealth management, we’ve boiled it down to a simple formula. 

Wealth Management = IC + AP + RM

IC

Investment Consulting

Investment Consulting addresses a common concern we hear from clients, which is how to structure and invest their liquid assets. Our main focus is to help them make intelligent financial decisions that align with their goals and values.

For more information, visit our Investment Consulting page, or get in touch with us.

AP

Advanced Planning

There are four areas of wealth management that are frequently talked about by our competitors, but rarely delivered upon. These elements fall under the umbrella of our Advanced Plan and include:

  • Wealth Enhancement (tax planning)

  • Wealth Transfer (estate planning)

  • Wealth Protection (asset protection)

  • Charitable Giving

RM

Relationship Management

This element is what allows us to provide true wealth management to our clients. It’s broken down into two vital parts: 

  1. The planning process to ensure that we stay on track to accomplish all of our clients' goals. 

  2. Our interactions with other professionals in our community. 

While we pride ourselves on being experts in investment consulting, there are areas of specialized knowledge for which we’ve built a strong team of experts to provide. This includes private client attorneys, insurance experts, and CPAs. We leverage their expertise to help us ensure we're creating the best possible plan for our clients. 

PUBLICATIONS

Thinking Slow When Life’s Changing Fast

If you’re going through a transition in your life chances are your money is in transition as well. This short book is designed to help you navigate life transitions when wisdom can be hard to come by.

The Obvious Solution Custom-designed Financial Peace of Mind

Are you one of the 78% of people not satisfied with your financial advisor but don’t know why? The Obvious Solution walks you through why that is and explains our process of delivering Wealth Management.

Avoid the Noise Five Key Concepts for Financial Success

Do you know what you should be expecting from a true wealth manager? Download our resource guide to learn more about the first element of wealth management—investment consulting.

Financial Well-Being: A Rx for Physicians

Successful physicians and their families can benefit tremendously from working with a true wealth manager, who can provide not just personalized investment and advice.