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Our Mission

How We Work

For those clients who seek high quality, tailored financial advice and would like direction and guidance in helping achieve their personal goals and lifestyle objectives. Wealth management services with offices in South Florida (Brickell - Miami and Fort Lauderdale).

All our clients receive careful and sustained attention to their lifestyle planning needs. As you and your family move through the life cycles, we work closely with you to develop and implement a comprehensive financial strategy, assist you to maintain and grow your wealth, support your lifestyle, and protect against risks.

OIG Wealth provides you with the expertise required in our complex financial world, either directly or in conjunction with your other professional advisers – from defining financial objectives, analysis of ownership structures, portfolio construction and review, debt restructuring, advice on the technicalities of superannuation, management of risk and protection of your assets, to the smooth and tax-efficient transfer of wealth between your family members.

OIG Wealth provides customized financial and retirement advice to help you meet your personal and financial goals throughout each stage of your life. We have earned our reputation as specialists for one simple reason…it's what we do, and we do it well.

OIG Wealth - Tailored Financial Advice for all Milestones in Life™. Hablamos Español

OIG Wealth Management - Tailored Financial Advice for all Milestones in Life™

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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