Where can
We Help You?
BUILD EFFECTIVE
RETIREMENT PLANNING
You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.
START
COLLEGE PLANNING
Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.
ADVICE
BUSINESS PLANNING
We believe small businesses are the backbone of America. At OIG Wealth Management, we do our utmost to help you thrive in today's competitive marketplace.
Real People, Real Solutions
PERSONALIZED AND TAILORED
FINANCIAL SERVICE AND ADVICE
For those who seek high quality, tailored financial advice and would like direction and guidance in helping achieve their personal goals and lifestyle objectives.
The most important element in our business is the safety of the most trusted custodial partners.
As a registered independent firm, we do not hold client assets, but as an independent firm, we can leverage Pershing- Bank of New York/Mellon’s and Fidelity size and experience, financial strength and its range of outstanding services to safeguard your funds.
Pershing LLC, a subsidiary of the Bank Of New York Mellon. Traces its roots to 1784 when the Bank of New York was founded by Alexander Hamilton.
With a state-of-the-art technology, a highly reliable and scalable infrastructure, and an ongoing list of innovative products -Pershing LLC provides an innovative global custody platform that includes online multi-currency reporting, portfolio accounting, corporate actions servicing and proxy services.
Pershing LLC, a subsidiary of the Bank Of New York Mellon, is the industry’s largest clearing provider, with a track record of more than 70 years. Its parent, BNY Mellon, is the oldest continuously operating financial organization in the United States, and the largest custodian in the world with $37.1 trillion in assets under custody and/or administration (as of December 31, 2019).
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to RIA, Trust Institutions and Third-Party Administrators.
Fidelity Institutional Wealth Services is able to leverage the capital, resources and expertise of the entire Fidelity enterprise, one of the world’s largest financial services companies, on behalf of its clients. With more than 60 years, Fidelity has more than of $8.3T assets under administration (As of December 31, 2019), making it one of the strongest financial firms in the custody business today.
TOTALLY COMMITED
Our Clients' Priority
Is Our Priority
From planning to execution, OIG Wealth can draft the roadmap to get things done. With advisors and specialists in many focus, we help Family offices, Individuals and Institutions map their goals.
Ready to take the first step? Meet with one of our investment professionals
These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.
Ready to take the first step? Meet with one of our investment professionals
These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.
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Advice given over 30 years
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Individual and Institutional clients served
Check out our
News & Announcements
Should You Invest All at Once or Over Time?
With markets so volatile, the human element to investing is very important The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common question investors ask their financial advisor is this: “Is it...
OIG Wealth’s Alfie Oliva JR featured in Univision news on COVID19 financial advise
OIG Wealth Management Alfie Oliva Jr was featured in Univision, the largest Hispanic TV network in the US, with investment advice during the COVID19 pandemic. Original source: https://www.univision.com/shows/noticiero-univision/recomendaciones-financieras-para-sobrevivir-a-la-crisis-economica-en-tiempos-del-coronavirus-video