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OFC Wealth Management

OFC Wealth Management

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  2. What We Do

What We Do

We are a wealth management firm with substantial expertise in the areas of goals-based and cash flow-based financial planning and investment management. We seek to become your trusted advisor through all of your planning needs. We offer an integrated wealth strategy custom-designed for you, so you can spend time on what matters most to you.

So many of the situations that come up in your life have a financial and non-financial component, but you can’t address one without the other. Our combination of professional and life experience positions us to be your strategist and help you think through all of life’s major planning decisions:

  • Impending retirement
  • Marriage
  • Loss of spouse
  • Divorce
  • Education funding
  • Aging parents
  • Helping young adult children
  • Special Needs planning
  • Future healthcare needs
  • Charitable Giving

We are increasingly mindful that we need a multi-generational approach; we can’t just look at your situation, but also work with your loved ones (young adult children, parents, relatives) as they plan for their futures.

Click on the segments to learn more about how our firm can help you meet your financial goals.

  • Estate Planning
  • Insurance
  • Retirement Planning
  • Asset Allocation
  • Tax Planning
  • College Planning

 

Let’s set up some time to talk today.

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Contact info

  •   35 Canoe Brook Rd, Short Hills, NJ 07078
  •   973-258-1007
  •   info@ofcwealth.com

Contact us

OFC Wealth Management is a Registered Investment Advisor providing fee-only financial planning and investment advice, registered with the New Jersey Department of Banking and Securities. The place of business is 35 Canoe Brook Road, Short Hills, NJ 07078.

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