Owl and Ore Wealth Planning

Owl and Ore Wealth Planning is an independent financial planning and investment management registered investment advisor that provides personalized financial planning, insurance planning, and investment management to individuals, families, trusts, estates, and small businesses. The firm helps clients define financial objectives and develop strategies covering cash flow management, insurance reviews, asset allocation, investment management, education funding, retirement planning, estate planning, charitable giving, and special needs planning. When managing investment portfolios, Owl and Ore Wealth Planning uses strategic asset allocation based on modern portfolio theory, primarily utilizing passively managed exchange-traded funds and index funds, alongside individual stocks, bonds, and mutual funds depending on client needs. The firm operates as a registered investment advisor and tailors its portfolio advice to individual goals while allowing clients to place investment restrictions.