APPROACH

We Dive deeper

COMPREHENSIVE

WEALTH

MANAGEMENT

Managing the Relationship Between Life and Money

We started OMG with a simple philosophy. Deliver highly customized and effective financial strategies that outperform traditional firms. We knew that required a deeper, more sophisticated approach. It’s why we take the time to work with clients on every aspect of their planning to unlock opportunity.

To achieve best outcomes, OMG clients receive custom financial strategies that are managed through a generation. We collaborate with your other professional advisors to ensure your financial plan proactively leverages tax efficiencies and integrates with your income plan, your investment management plan, your estate plan, your philanthropic plan and your personal and professional succession plan.

IT’S DIFFERENT HERE.

Life can be complex. Embedded in that complexity is opportunity. That’s why we dive deeper and go below the surface where others don’t. Our approach is holistic and highly integrated, backed by our proprietary financial management platform that fuels richer insights for the best possible decision making.

  • An OMG financial plan is not just a static document or a retirement plan. In order to clarify and quantify your goals, we must first help you understand your current capacity and then help you determine your possibilities. An OMG financial plan propels you from idea to action.

  • An OMG investment management plan is not just asset selection and monitoring. Investment strategies should be both prudent and aspirational. An OMG investment management plan integrates risk, tax, financial goals, asset selection and investment platform to achieve your best possible outcome.

  • An OMG estate plan is not just a will. Building wealth is a lifelong endeavor. We help you maximize distribution to your family, friends and community throughout your life and at your passing. OMG works with your accounting and legal professionals to ensure this process occurs in the most tax efficient manner and integrates with all other aspects of your financial plan.

  • An OMG income plan is not just a budget. It is our belief that the people managing your financial assets must be actively involved with the ongoing maintenance and review of your taxation strategy. Our financial analysts and tax specialist team will look for opportunities to minimize your family tax liability. This includes income splitting, the use of corporate structures and trusts, tax efficient withdrawal of income from your corporation, and integrating these strategies into the design of your investment portfolio.

  • An OMG succession plan is not just a shareholders agreement. We help business owners map the issues that might affect the transfer of their companies. We work with your legal and accounting advisers to ensure the plan is achievable and structurally sound. Our proactive approach to personal succession ensures that all of your financial affairs are prepared for a seamless transition.

  • An OMG philanthropic plan is not just a schedule of charitable donations. Many OMG clients play significant roles in their communities. Managing the competing requests from many great causes requires a proactive approach. An OMG integrated philanthropic plan reduces the cost of charitable giving, matches the timing of your donations to your lifestyle goals, and maximizes the return for you and your community.