Optometry Wealth Advisors (OWA) offers combined financial planning and investment management tailored to client needs. They establish goals and risk tolerance through personal discussions and create/manage model portfolios using mutual funds and ETFs. OWA also advises on investments held outside their management. Financial planning covers business, cash flow, college savings, employee benefits, estate, insurance, investments, retirement, risk, and tax planning. Services are offered on an ongoing or limited scope basis.
Fee Structure
Optometry Wealth Advisors provides ongoing financial planning and investment management as a bundled service for a single fixed monthly fee. Investment management is not offered as a standalone service. The monthly fee depends on career stage and may be adjusted based on household income, net worth, practice ownership, complexity, and resources required. Investment management services are included in the fixed fee.