WHAT CAN WE OFFER

How
We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service.
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
We focus on money management, as well as other issues that are critical to your financial well being.
Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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TOTALLY COMMITED

Customer Satisfaction
Is Our Passion

With over 30 years of experience from wirehouses, banks to family office management our team knows how to communicate and understand a wide variety of audiences.
We are confident we can understand and provide proper solutions according to your need.
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Business advices given over 30 years

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Businesses guided over thirty years

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Years of Experience

OIG WealthHeadquarters
2600 S. Douglas Rd. PH4
Coral Gables, FL. 33134
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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.

Click here to view the Form CRS (Client Relationship Summary).

OIG Wealth Management Investment Advisory services are offered through Neo Alliance/AdviSuite. Member FINRA/SIPC

At OIG Wealth Management, your privacy is important to us. We do not collect, store, or share any personal information. Any data you provide will be used solely for the purpose of improving your experience with our services and will not be used for marketing, sold, or shared with third parties. Your trust is our priority, and we are committed to ensuring your information remains private and secure. If you have any questions regarding this policy, please contact us.

OIG WealthHeadquarters
6451 N Federal Hwy
Fort Lauderdale, FL 33308
OUR LOCATIONSWhere to find us?
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