OFS Wealth
McLean, United States (US) · Finance and Banking
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#wealth management
#financial planning
#business management
#investments
#tax planning
#tax preparation
#insurance coordination
#estate planning coordination
#concierge services
OFS Wealth is a leading wealth management firm based in McLean, Virginia, dedicated to serving athletes, celebrities, and high-net-worth individuals for over 30 years.We partner with our clients to create comprehensive financial plans encompassing financial planning & budgeting, tax planning, investment services, accounting & cash management, insurance, estate planning, and concierge services.
Overview
We partner with our clients to create comprehensive financial plans encompassing financial planning & budgeting, tax planning, investment services, accounting & cash management, insurance, estate planning, and concierge services. Our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
OFS Wealth distinguishes itself through its specialized expertise in managing the unique financial complexities faced by high-profile individuals, offering personalized service and a global perspective. We provide tailored solutions to preserve and grow wealth across generations, ensuring a secure and fulfilling future.
Contact Details
McLean, United States (US), 7950 Jones Branch Dr
+4
Company Type
Public Limited Company
Employees
10-20
Categories
Keywords
#wealth management
#financial planning
#business management
#investments
#tax planning
#tax preparation
#insurance coordination
#estate planning coordination
#concierge services
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