OFS Wealth

Ofs Wealth

Financial Services, McLean, Virginia, United States, 11-50 Employees

ofswealth.com

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Who is OFS WEALTH

For more than 30 years, OFS has helped athletes, celebrities, and high-net-worth individuals manage their wealth from the signing of their first contract, through retirement and beyond. W...

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  • McLean, Virginia, United States Headquarters: McLean, Virginia, United States
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: Under $1 Million

industries-icon Industry: Financial Services

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OFS Wealth Org Chart and Mapping

Employees

Nancy Vu

Director, Financial Planning & Investment Operations

Patrick Lynch

Assistant Account Manager - Business Management

Julissa Kendall

Investment Operations Manager

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Frequently Asked Questions Regarding OFS Wealth

Answer: OFS Wealth's headquarters are located at McLean, Virginia, United States

Answer: OFS Wealth's official website is https://ofswealth.com

Answer: OFS Wealth's revenue is Under $1 Million

Answer: OFS Wealth has 11-50 employees

Answer: OFS Wealth is in Financial Services

Answer: OFS Wealth contact info: Phone number: Website: https://ofswealth.com

Answer: For more than 30 years, OFS has helped athletes, celebrities, and high-net-worth individuals manage their wealth from the signing of their first contract, through retirement and beyond. We pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn. We will partner with you to create a wealth management plan that includes: Financial Planning & Budgeting Taxes Investment Services Accounting & Cash Management Insurance Estate Planning & Legal Financial Concierge Through all of these services, our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.

Answer:

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