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The Osachoff Wealth Advisory Group is a disciplined, effective, and conscientious group with over 45 years of combined wealth and investment management experience. We provide comprehensive financial planning to wealthy families. Through an in-depth discussion and then a collaborative analysis with experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle, and leave a lasting legacy. We’re here to help with all your financial priorities at every stage of your life.
Our team of advisors, along with the resources of Wellington-Altus Private Wealth, liaise with an extended team of experts on your behalf, including insurance professionals and tax and estate specialists.
As your needs evolve, we continue to monitor your plan and identify any pivotal moments that may arise due to changes in your circumstances.
We work closely with you to provide financial vision, wealth management, portfolio management and enhanced estate preparation.
Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. Most of the issues involve some significant change in their lives.
For example, they may be coping with an inheritance or a divorce along with all the challenges related to it; they may be selling a family business or real estate holdings and are winding down for retirement; or quite simply, they may enjoy the comfort of having professionals guide them through a challenging process.
Our commitment to our clients is second to none. Our professional knowledge and detailed process are complemented with empathy and understanding, resulting in long-standing trusted relationships with our clients.
The Osachoff Wealth Advisory Group is only satisfied once we have met the highest standards of wealth advisory service. Our clients trust us with
their wealth management needs and those of their families and friends.
Disciplined. Experienced. Professional. Committed. Driven.
Value and trust are the keys to any long-term business relationship.
In our world of investment decision-making, we often make decisions about investments based on “price” or “value.” Price is a problem in the absence of perceived value. We must always recognize that most clients will choose us based on a similar rationale. It is our service that differentiates us from our competitors.
