Ovisto™ Wealth Management Consultants

Ovisto™ Wealth Management is a holistic wealth management firm that helps high-net-worth individuals and
affluent families achieve their financial goals. We offer comprehensive services, including asset allocation
strategies, business owner planning, estate and legacy planning, retirement planning, and risk management

Our team of experienced financial advisors, legacy planners, and business strategists will work with you to
develop a personalized wealth management plan that aligns with your unique needs and vision. We take the
time to understand your financial situation, goals, and values, and then we craft a plan to help you achieve
your desired outcome.

We are committed to providing our clients with the highest level of service and support. We believe everyone
deserves to have a financial advisor looking out for their best interests, and we are proud to be that advisor for
our clients.

  • High-net-worth individuals and affluent families
  • Individuals in retirement
  • Business Owners
  • Nonprofits
  • Individuals approaching retirement
  • Executives, entrepreneurs
  • Corporate retirement plans

and Experience

Our team has the knowledge and experience to help you create and implement a financial plan that is tailored to your specific needs and goals.

Financial Planning

We consider all aspects of your financial life, including your investments, tax strategy, and estate planning, when developing your plan.

of Mind

Knowing that a team of experienced professionals is handling your financial affairs can give you peace of mind, especially if you are a busy business owner or professional.

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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Contact us today to learn more about our services and how we can help you achieve your financial goals.