Our Focus is on the Client.
OWL Private Wealth Advisors was formed to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth Advisors, we utilize our combined 89+ years of experience to help clients simplify their otherwise difficult financial decisions.
Barbara Sambuchi
Senior Private Wealth Associate
(248) 309-6125
Christopher Hamilton
Partner I Private Wealth Advisor
248.309.6127
I am a Partner and Private Wealth Advisor with OWL Private Wealth Advisors and have spent over 12 years as advisor in the Metro Detroit area, initially going door to door meeting clients with Edward Jones Investments in Plymouth.
Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®
Founder | Managing Partner | Private Wealth Advisor
248.309.6123
I am a Managing Partner and Private Wealth Advisor, with more than 23 years of expertise in financial and wealth planning.
Karl E. Schwartz, CRPC®
Partner | Private Wealth Advisor | Director of Research
248.309.6126
I am a Private Wealth Advisor and the Director of Research at OWL Private Wealth Advisors. Over the last 28+ years I have served both individual and institutional clienst at firms such as UBS, Merrill Lynch, Blackrock, AQR and most...
In the community
OWL Private Wealth Advisors supports multiple charities and organizations in Oakland, Wayne and Macomb County.
West Maple Elementary
We are an annual t-shirt sponsor of the West Maple Elementary Fun Run
Oakland HOPE
Suburban poverty is here in Oakland County and food insecurity has become its fastest-growing problem. Everyday, poverty-stricken families are forced to choose between basic necessities.
HUNGER cannot wait. HOMELESSNESS cannot wait. UNEMPLOYMENT cannot wait.
Our annual movie event supports the food bank at Oakland Hope and for 2024 our event was a screening of Moana 2 in coordination with a cearal drive.
To learn more about Oakland Hope click here!