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OFC Wealth Management

OFC Wealth Management
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Creating Order from Chaos

We strive to serve our clients with their financial planning process through deep and meaningful relationships that last for generations.

Holistic approach to working together

Integrity is at the root of all we do for you.

Working Together

We help you balance your life, not just your investments.

Creating Order from Chaos

We strive to serve our clients with their financial planning process through deep and meaningful relationships that last for generations.

Holistic approach to working together

Integrity is at the root of all we do for you.

 

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Our Services

See how we can balance your life, not just your investments

Who We are

A team of professionals

Financial planners and investment managers with more than 89 years combined financial services expertise.

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What We Do

We simplify your life.

We offer an integrated wealth strategy that is custom designed for you so that you may be worry-free and enjoy the things that matter in life.

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How We Do It

We earn your trust.

We develop a long-lasting partnership with you. We develop a thorough and comprehensive financial plan and tailor ongoing services to your specific situation.

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Why We’re Different

We’re here for you.

As a fee-only fiduciary, we always have your best interests at heart. We bring our high-level professional experience to your living room.

Latest Blog Posts

Habits of a Savvy Saving Family

Submitted by OFC Wealth Management on December 9th, 2019

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.

Tags:
  • budget
  • savings
  • Read more

Social Security Facts for 2019

Submitted by OFC Wealth Management on December 9th, 2019

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

Tags:
  • retirement
  • savings
  • social security
  • Read more

Keeping your Personal Finances in Shape

Submitted by OFC Wealth Management on December 9th, 2019

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.

Tags:
  • retirement
  • savings
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Contact info

  •   35 Canoe Brook Rd., Short Hills, NJ 07078
  •   973-307-0186
  •   info@ofcwealth.com

Contact us

OFC Wealth Management is a Registered Investment Advisor providing fee-only financial planning and investment advice, registered with the New Jersey Department of Banking and Securities. The place of business is 35 Canoe Brook Road, Short Hills, NJ 07078.

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