Can we get personal for a moment?
Wouldn’t you rather have a financial advisor who talks with you instead of at you, who genuinely wants to hear what you have to say and has empathy for what you’ve been through? Someone you can talk to openly about your life and your personal money matters. A financial advisor who can clear up uncertainties and simplify complexities in a warm and relatable human way.
At Owens Estate & Wealth Strategies Group, you will not only find such an advisor, but an entire team of experienced financial professionals and smart money managers who are truly committed to you and your financial well-being. What we’re all about can be summed up in these four words:
“Personal Relationships, Trustworthy Guidance.”
An experienced and credentialed team singularly focused on you
We provide key services that bring value and simplicity to your life, including financial planning, asset management, retirement planning, insurance services and estate consulting.
To be a more informed investor, see our seminars, our view on the market, and Peter’s Perspective, insight from Partner and Director of Research Peter Ketchand, CFA®, MBA.