Our Vision Is To See Your . To Fruition

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Wealth Management

We take an active interest in your unique goals, values, pursuits, and personal vision of success – that’s wealth management, custom tailored to you. Pursue your most ambitious financial goals with unparalleled expertise.

ACHIEVE LIFE’S GOALS THROUGH HOLISTIC WEALTH MANAGEMENT

Our holistic wealth management strategies consider all aspects of your financial situation, including your income, expenses, debts, investments, and retirement goals. This allows us to develop a comprehensive plan that will help you achieve your financial vision and transform lives. With Ovisto™ Wealth Management, you gain…

Expertise and Experience

Ovisto™ Wealth Management advisors have the knowledge and experience to help you create and implement a financial plan that is tailored to your specific needs and goals. They will also help you manage your investments and make informed decisions about your money.

Comprehensive Financial Planning

Our wealth advisors provide a comprehensive financial plan that considers all aspects of your financial life,
including your investments, tax strategy, and estate planning. We are here to provide you with objective
advice and help you make the best financial decisions.

Peace of Mind

Knowing that a team of experienced professionals is handling your financial affairs is essential, especially if you are a business owner or busy professional.
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Wealth Management Services

Ovisto™ Wealth Management helps you achieve your financial goals, whatever they may be. Whether you're saving for retirement, planning for your children's education, or growing your business, we'll work with you to create a personalized wealth management strategy that aligns with your unique needs and vision. To help do this, our services include:

Asset Allocation Strategies

We help you diversify your investment portfolio to reduce risk and strive to maximize returns based on your risk tolerance and long-term goals.
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Business Owner Planning

We help business owners manage their complex wealth challenges and opportunities – including business finances, asset protection, and exit planning.
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Estate and Legacy Planning

We work with you to preserve and transfer your wealth to future generations while minimizing taxes and supporting your philanthropic goals.
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Retirement Planning

We help you maximize your savings and generate retirement income so you can enjoy your retirement years to the fullest.
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Risk Management Strategies

We conduct a comprehensive risk assessment and develop a plan to mitigate your risks and protect your wealth.
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We're here to help you see your vision become a reality.

Contact us today to learn more about our wealth management services.

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Meet Our Team

Mark Mitamura

CMFC®, CRPC®, CRPS®
Mark’s mission is to help his clients find financial confidence, working to coordinate many aspects of their financial life. He takes the time to get to know each client and build lasting relationships to help guide generations toward financial independence.

Whitney C. Massey

AIF®, CPFA, C(K)P®
Whitney’s mission is to assist in making the client’s financial lives simpler by helping individuals and business owners accumulate, manage, and conserve their wealth today and for generations to come.

David Choi

AIF®, CPFA
David’s mission is simple: to provide clients with financial confidence by delivering tailored advice that aligns with their goals, objectives and personal vision of success.

Allison Rozell

Relationship Manager​
Allison's mission is to deliver a positive experience and ensure you feel valued and understood. With a positive attitude and a detail-oriented approach, Allison is prepared to deliver for you.

TURN VISION INTO REALITY

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Investment advice offered through Integrated Financial Partners, doing business as Ovisto™ Wealth Management LLC, a registered investment advisor.
Click on the links for a copy of the firm’s ADV, Solicitor Disclosure Statement, or Client Relationship Summary.