Skip to main content
973-258-1007 info@ofcwealth.com
  •  
  •  
  •  

OFC Wealth Management

OFC Wealth Management

  • Home
  • Who We Are 
    • Our Team
    • Affiliations
  • What We Do 
    • Investment Management
    • Goals-Based Financial Planning
  • How We Do It
  • Why We're Different
  • Resources 
    • Useful Websites
    • Financial Calculators
  • 'Order from Chaos' Blog
  • Contact Us
  • OFC eMoney login

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.

 

Previous

 

Next

Home

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.

Sunset

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.

Meeting

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.

Empty grandstand

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

Jeff's return podcast appearance on "SL Advisors Talks..."

Submitted by OFC Wealth Management on November 1st, 2022

Jeff was a returning guest on the podcast "SL Advisors Talk..." to discuss energy value in today’s markets.

Tags:
  • Economy
  • financial planner
  • Markets
  • Read more

Jeff Waters Named a Steward of the Living the Dream Medal Fund by USA Wrestling

Submitted by OFC Wealth Management on February 14th, 2022

Jeff Waters Named a Steward of the Living the Dream Medal Fund by USA Wrestling

Jeff's podcast appearance on "SL Advisors Talks..."

Submitted by OFC Wealth Management on February 14th, 2022

Jeff was the special guest on the podcast "SL Advisors Talk..." to discuss the state of equity markets.  

Tags:
  • Economy
  • Markets
  • retirement
  • Stock market
  • Read more

 

Let’s set up some time to talk today.

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Read Full Disclosure

Contact info

  •   35 Canoe Brook Rd, Short Hills, NJ 07078
  •   973-258-1007
  •   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.

© 2023 OFC Wealth Management. All rights reserved.

Website Design For Financial Services Professionals