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OFS Wealth logo — For more than 30 years, OFS has helped athletes, celebrities...

OFS Wealth

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

United States Mclean, United States 12 employees Financial Services, Wealth Management

General Information

Company Name OFS Wealth
Location United States Mclean, United States +5
Employees 12
Industries Financial Services, Wealth Management
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About OFS Wealth

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

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OFS Wealth Alternatives & Competitors

OFS Wealth vs
Create Wealth Management Ltd
Create Wealth Management Ltd

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6 employees
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OFS Wealth vs
Kilter Group
Kilter Group United States

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OFS Wealth vs
Reliance Wealth Management
Reliance Wealth Management

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201-500 employees
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FAQ About OFS Wealth

For more than 30 years, OFS has helped athletes, celebrities, and executives manage their wealth. Plan. Protect. Win.
OFS Wealth is headquartered in Mclean, United States.
OFS Wealth operates in the following industries: Financial Services, Wealth Management.
OFS Wealth has approximately 12 employees.
Top alternatives and competitors to OFS Wealth include Create Wealth Management Ltd, Kilter Group, Reliance Wealth Management, Quilter Financial Planning, Prosperity Financial Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
OFS Wealth and Create Wealth Management Ltd are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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