OZ Wealth Management

What We Do

Investment Management

We create active investment strategies across public markets and tailored solutions to individual investors.

Wealth Management

We help people and businesses build and manage wealth so they can pursue their financial goals.

Financial Planning

We deliver personalized financial planning proposals that can help you and your loved ones worry less about the future.

About Us

History

OZ Wealth Management was founded in 2020.

OZ Wealth Management is a registered investment firm that utilizes an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, cryptocurrency, mutual funds, and fixed income investments.

OZ Wealth Management has the financial industry expertise based on over 10 years of experience working with individuals and business owners. Our team is guided by the highest fiduciary standards, trusted to make the appropriate suggestions and provided clients personalized services. We believe in doing what is right for every client we serve by putting our clients' interests first at all times. We build strong relationships and work with our clients to understand their unique situations, helping them to achieve their financial goals.  

Meet the Business Owner

As a financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

I began my career in 2014 as a financial advisor in Irvine, California, and continue to service the community today. For the last decade, I have had a passion for what’s possible. I leverage the full resources to help individuals and families to reach their financial goals. I attended University of Waterloo and graduated in 2009 with a bachelor's degree in Actuarial Science. I provide highly personalized service. All aspects of my business are aligned to help me better understand and meet all clients' unique goals and needs. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions.

Why OZ

Choose the investment approach that’s right for you.

We focus on the expertise of the entire firm. Our advice, data, strategies and insights are fully utilized to create solutions for all our clients.

We have a powerful and secured digital platform that makes it easy to transfer funds, view investments performance and much more.

Whether you’re new to investing or have years of experience, our services support you as your financial needs change over time.

We can help you align your portfolio with your principles and discover investing opportunities that support your priorities.

Q&A

What theories of investment analysis does OZ Wealth Management use for selecting suitable securities for your clients’ accounts?
What types of clients does OZ Wealth Management serve?
What are your primary duties as a financial advisor at OZ Wealth Management?
How do you disclose investment risks to your clients?
How is OZ Wealth Management compensated for its services and how does that level of compensation compare to other advisory firms?
What is your background and how did it result in your becoming a financial advisor?

Connect With Us

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By providing your contact information above, you agree that a representative of OZ Wealth Management may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You may revoke your consent at any time by notifying the OZ representative.