Developing and Maintaining Financial Independence

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Contact Us

Please feel free to contact us with any questions.

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Our Qualifications

Our Qualifications

Several decades of managing personal and family financial affairs.

Our Qualifications
Our Philosophy

Our Philosophy

At Ossola Wealth Management we believe that wealth management can be understood and utilized by many individuals and families that now find themselves dealing with financial issues and decisions that are new, complex, and difficult to manage.  We have a process and team to assist individuals and families to help them consolidate and integrate their financial lives.  We believe in creating simple, effective, cost-effective, and manageable strategies that help to support an individual’s goals, dreams, and ultimate aspirations.  We endeavor to create a consistent roadmap and achievable outcomes in an increasingly unpredictable world. 

  • Make things simple
  • Keep things manageable
  • Integrate family members and other/existing advisors
  • Develop cost-effective approaches
  • Be proactive


Our Process

Our Process

We strongly believe that to recommend or prescribe we must first understand as much as possible about not only the technical aspects of your situation (assets, liabilities, tax exposure, etc.), but personal aspects (life goals, education, business, etc.) as well. This means trying to best understand what you and your family want to achieve with your resources.

We use many different meeting environments and situations to develop an understanding for who you are and what kind of outcomes you are looking for. Most of our clients come to us from someone they already know and trust who has had a client experience with us in some way. We believe our clients value our experience and training in the process of creating and maintaining family wealth strategies.

  • Discover
  • Prioritize
  • Explore Options & Education
  • Develop Blueprint, Timeline, and Strategy
  • Implementation
  • Review Schedule
  • Revisit Goals and Priorities


Our Priorities

Our Priorities

As an independent wealth management practice offering many Private Family Office (PFO) services, we are not all things to all people.  We are focused on serving a limited number of individuals and families (client cap) and have an asset and account limit (asset cap) that we are able to service.  We believe this is an important part of having the true capacity to manage our time, resources, and attention on our clients’ financial and personal lives.

  • New Relationship Asset Minimum = $1MM (USD, all accounts)
  • Number of Client Families served = Limited
  • Geography = Southern California Metro Area


Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

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