OFS Wealth

For more than 30 years, OFS has helped athletes, celebrities, and executives manage their wealth. Plan. Protect. Win.

General Information
Company Name
OFS Wealth
Founded Year
-
Location (Offices)
Mclean, United States +5
Founders / Decision Makers
Number of Employees
12
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

OFS Wealth - Company Profile

OFS Wealth has been helping athletes, celebrities, and high-net-worth individuals manage their wealth for over 30 years. Their services cover financial planning, budgeting, taxes, investment services, accounting, cash management, insurance, estate planning, legal matters, and financial concierge. Their objective is to assist clients in achieving a lifetime of financial independence by maximizing their savings and investments. This comprehensive approach sets them apart in the Financial Services and Wealth Management industries. OFS Wealth's slogan "Plan. Protect. Win." reflects their commitment to helping clients understand their finances and enjoy the lifestyles they have worked hard to earn. With a focus on partnering with clients to create tailored wealth management plans, OFS Wealth aligns with the needs of high-profile individuals, making them an attractive investment opportunity for Venture Capital firms seeking exposure to the wealth management sector.

Taxonomy: Wealth Management, Financial Planning, Investment Services, Estate Planning, Tax Planning, Insurance Coordination, High-net-worth Individuals, Financial Concierge, Retirement Planning, Accounting Services, Cash Management, Celebrity Finance Management

Funding Rounds & Investors of OFS Wealth (0)

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There is no investment information

Latest News of OFS Wealth

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