Our Qualifications
Several decades of managing personal and family financial affairs.
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
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
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). 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 = Southwest United States