WELCOME TO OUR NEW WEBSITE! In celebration of our new website launch, Director of Investments and Associate Financial Advisor Jared Jones takes us through a detailed breakdown of what happened in the financial markets last year, and provides some forward-looking insight and what’s to come in 2020. Watch below and thank you for all your support!

In episode 2 of our Finance and Investing 101 vlog series, Jared and Lisa discuss judging the performance of your portfolio, and why balanced portfolios are important! Click ‘Play’ above to watch the video.

In the latest installment of our vlog series, OWM Book Discussion, Lisa and Jared talk about Designing Your Life by Bill Burnett and Dave Evans. They discuss the importance of having a thinking partner, restructuring your week around things that give you energy, and truly owning your life and designing it yourself. Watch the video below!

In the latest installment of our vlog series What OWM Does, Lisa and Kathy get into the EVOKE process we take new clients through, what each step of the process is like, and how the process (and other tools) brings us closer to our clients. Watch the video below!

In our latest vlog series, What OWM Does , Lisa and Jared provide a general overview of our new service offering for young professionals and children of exisitng clients: SmartStart. Watch the video below!

So – what exactly IS Life Planning? Join Kathy and Lisa in the latest installment of our ‘What OWM Does’ vlog series, where they discuss Life Planning in depth, including the three questions and how our clients have benefitted from this process . Check out the video below!

In the first installment of our Vlog series Finance and Investing 101, Jared and Lisa chat about the importance of goals-based investing and how creating different “pools” for each investment account can help prepare clients for economic downturns. Check out what they have to say below!