- Your Team
- Your Needs, Our Services
- About You
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Portfolio Access
We are a boutique financial services firm. Our mission is to deliver exceptional, personalized service to each client. To do that we keep our list small in order to always be educated about your portfolio and offer you the best solutions to reach your financial goals.
We believe there is more money 'outside the box'. Most advisors swim in the same, conventional stream. You could call us careful contrarians. By utilizing decades of experience and education, the Oculus team creates your unique financial strategy to maximize investment opportunities while also minimizing risk and taxes.
We are here for the long term. At Oculus, we believe in long term, trusting relationships that are built over time and always with your best interests in mind. We listen to your needs, wants, and goals and then create solutions for you.
We believe it is education, not momentum that drives wealth creation. We listen, evaluate, research, and draw on experience and education to create carefully considered and customized financial strategies. That is the Oculus Philosophy. We believe in it and we know it works to create peace of mind so you can enjoy life.