OIG Wealth Management

Why
Us?

Trust is built when someone is vulnerable and not taken advantage of

-Bob Vanourek

All our clients receive careful and sustained attention to their lifestyle planning needs. As you and your family move through the life cycles, we work closely with you to develop and implement a comprehensive financial strategy, assist you to maintain and grow your wealth, support your lifestyle, and protect against risks.

OIG Wealth provides you with the expertise required in our complex financial world, either directly or in conjunction with your other professional advisers – from defining financial objectives, analysis of ownership structures, portfolio construction and review, debt restructuring, advice on the technicalities of superannuation, management of risk and protection of your assets, to the smooth and tax-efficient transfer of wealth between your family members.

OIG Wealth provides customized financial and retirement advice to help you meet your personal and financial goals throughout each stage of your life. We have earned our reputation as specialists for one simple reason…it’s what we do, and we do it well.

OIG Wealth – Tailored Financial Advice for all Milestones in Life™. Hablamos Español

Flexibility

Flexibility

As an affiliation with Kovack Advisors, Inc., we are the pinnacle of flexibility. From the products we offer to the technology we use everyday, by being independent, we offer a truly holistic list of services that enables our firm to act as the best compliment to your financial goals. In comparison to a typical bulge bracket firm, we are not biased towards any particular financial products with commissions in mind nor are we tied to any cookie-cutter investment approach. Instead, we continue to meet with sponsors to discover new and innovative products that we feel will best suit a client's portfolio.
We treat every client as a new situation and develop a tailored plan of action depending on your unique financial standing. We take into consideration all current investments and seek to best complement and/or revise new clients’ portfolios.
Trust

Trust

We understand results and performance are on every client's mind. However, security is priority. Along with our risk conscious portfolio strategies, we strive to protect capital through risk averse investments and trustworthy financial partners. We use Kovack Securities/Advisors as our Broker/Dealer which means they handle our compliance, registration requirements and back office support. Client assets are held at a custodian of choice, all in which provides Securities Investor Protection Corporation (SIPC) coverage for client accounts. SIPC protects securities customers of its members up $500,0000. We understand it may be difficult to trust someone with your life savings; that’s why we strive to offer transparency from the first moment we meet.
Education

Education

Among the top of the line financial advice and security a client receives, we place an importance on education. We understand the world of finance with all of it’s cumbersome acronyms can be a bit confusing. That’s why we have a focus on educating our clients on the strategies and services we offer along with current and future market trends. That way our clients can sleep easy at night knowing we made the best decision together.
With our online and mobile portal, we give our clients all of the tools they need such as budgeting calculators, “what-if” scenarios and a one-stop-shop to view all of their accounts and spending equipped with easy to follow tutorial videos.
Our Clients

Our Clients

As you saw on our homepage, "Growth" is our goal. Whether it be shown in capital gains, tax deductions, security of principal, peace of mind, education, or in our own business development, we believe growth in all can be achieved with the right adviser/client rapport. At OIG, we believe that personality and chemistry is an important part of building strong, long term relationships with our clients. To that end, we spend a fair amount of time during the initial phase of a relationship to determine if we are an appropriate fit.

WE'RE HERE TO HELPGet in touch

Let's get the conversation started and get in touch with us.
Address
1111 Brickell Avenue, Suite 1850
Miami, FL 33131
Call us
(305) 421-6300
Email us
aolivajr@oigwealth.com

    OIG WealthHeadquarters
    1111 Brickell Avenue, Suite 1850
    Miami, FL 33131
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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. 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?
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    Copyright by OIG Wealth. All rights reserved.

    Copyright by OIG Wealth. All rights reserved.

    Copyright OIG Wealth Management