Welcome to OIG Wealth Management

SMARTER WEALTH MANAGEMENT

We strive to provide comprehensive wealth management services for every stage of the journey.
Our team has years of experience servicing Individual, Institutional clients as well as Family Offices.

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.
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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.

Estate
Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Insurance

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Money Management

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

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.

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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).

Pershing at a glance Document

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.

Fidelity by numbers Document

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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.
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Businesses guided over thirty years

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Business Excellence awards achieved

FOCUS ON WHAT'S IMPORTANT

Let's talk about the future
we can help

Our priorities have always been establishing a trustable relationship with our clients and understand their goals.
Feel free to contact us to have our first conversation.

    OIG WealthHeadquarters
    1111 Brickell Avenue, Suite 1850
    Miami, FL 33131
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    Check the background of your financial professional on FINRA’s BrokerCheck.

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

    Registered with, Supervised by, and Offers Securities through Kovack Securites, Inc. Member FINRA/SIPC
    6451 N. Federal Highway Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771
    Advisory services offered through Kovack Advisors, Inc.
    OIG Wealth Management is not affiliated with Kovack Securities, Inc. / Kovack Advisors, Inc.

    Alfredo Oliva, Jr. is registered in AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MD, MA, MI, MS, MO, MT, NY, NC, OH, OR, PA, PR, SC, TX, UT, VT, WY.

    OIG WealthHeadquarters
    1111 Brickell Avenue

    Suite 1850

    Miami, FL 33131
    OUR LOCATIONSWhere to find us?
    GET IN TOUCHFind us on Social Media

    Copyright by OIG Wealth. All rights reserved.

    Copyright by OIG Wealth. All rights reserved.

    Copyright OIG Wealth Management