Owl and Ore Wealth Planning

Owl and Ore Wealth Planning is an independent financial planning and investment management firm. Owl and Ore works with clients to define financial objectives and develop strategies, including cash flow management, insurance review, asset allocation, investment management, education funding, retirement planning, estate planning, charitable giving, and business succession. The firm provides an initial evaluation and periodic reviews, assisting with implementation by working directly with the client or their other advisors.