Ofc Wealth Management
OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. We understand your situation is unique. We provide personalized advice based on your specific financial situation, objectives, and concerns. We give you the added confidence from having a personalized financial plan that is managed by an experienced professional team with deep experience in the financial markets.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JW
Jeffrey Waters
President and Chief Investment Officer · General Business & Management
EmailPhone - MN
Michi Nakagama Magee
Director of Financial Planning · Finance & Accounting
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Ofc Wealth Management
3 distinct titles indexed · top 3 shown.
- 1director of financial planning
- 1president and chief investment officer
- 1splicer
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