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Services & Solutions

OWL Private Wealth Advisors is a full service Wealth Management Practice

Each relationship is based on a Financial Planning & Wealth Advisory process that is Goals-Based. You are unique, and your goals are as well. The planning process we take you through is time tested and will be the path we walk together to reach your goals.

As a client of OWL Private Wealth Advisors you are partnering with a independent Wealth Advisory practice that has access to unbiased solutions that can help you reach your goals. With no proprietary or firm driven products, we can identify custom solutions for your needs.

Financial Planning

  • Goals-Based Planning
  • Cash-Flow Planning
  • Retirement Income Planning
  • ROTH Conversion Planning
  • Tax Planning
  • Education Planning
  • Asset Location
  • Asset Allocation
  • Estate Planning
  • Corporate Executive Planning
  • Employee Benefit Planning
  • 401(k) Contribution and Asset Allocation Analysis
  • Lump-Sum Pension Vs. Traditional Pension Analysis
  • Tax-Loss Harvesting Strategies
  • Charitable Planning
  • Donor Advised Funds
  • Social Security Optimization
  • SECURE Act Planning Strategies

Investment Management

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Real Estate Investments
  • Hedge Funds
  • Private Equity Funds
  • Separately Managed Accounts
  • Socially Responsible Investing Strategies (SRI)
  • Environmental, Social & Corporate Governance Strategies (ESG)

Insurance Planning

  • Life Insurance
  • Disability Insurance
  • Long-Term Care
  • Annuities
  • Buy-Sell Agreements

Corporate & Individual Retirement Consulting 

  • IRAs
  • ROTH IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) Plans
  • Profit Sharing Plans
  • Safe Harbor Plans
  • Cash Balance Plans
  • Defined Benefit Plans
  • 403(b) Plans
  • 457 Plans
  • Health Savings Accounts (HSAs)

Let’s begin the conversation. Feel free to email or call us at the contact information below.

 jeff@owlpwa.com | brian@owlpwa.com

Jeff - 248.309.6123 | Brian - 248.309.6124