Financial Care for Women and Families
We help take care of your financial health so that you can focus with confidence on what matters most to you. Through a clear, sound and relatable approach to financial planning and investment management, we make it our goal to provide insight, resources and strategies to help you thrive in your diverse roles within your family, profession and the broader world.
We believe that when you plan better, you
better
From left to right: Masahiro “Masa” Yamazaki, Linda Raghunauth, Jessica Michelle Demler & Jonathan Marc Nadler
Why Oxler
We aspire to be your partner in helping you live life on your own terms. To get a sense of how we live and work, here is a brief overview of who we are and what value we bring.
Clear & Transparent
- Simply put, we look to make your financial life – and life in general – easier
- We are transparent in how we work, the recommendations we make and how we are compensated
- We communicate in plain language and educate if you are interested
- While our style is casual, we are clearly committed to high-level thinking and high-touch service
Caring & Empathetic
- As a family practice, we understand the intricacies and complexities of working with families
- Finances and family dynamics are deeply personal; we aim to make you feel comfortable to share insights that will guide us in setting forth a plan that reflects your goals and values
- Peace of mind is invaluable; when the unexpected happens, your family members know that they will be okay and have a team that they can trust
Open & Accessible
- We are free to chat, explain, coach and advise – we are often the first call when something comes up
- We leverage the latest technology to streamline our business and operations, so we have more time to spend with you
- We communicate in a way that is flexible and adaptable to work for you whether it be zoom, text, email, phone or in person
- You have open access to our investment team to ask questions and share information
Informed & Inquisitive
- Our independent advice is grounded in industry perspective, research and personal experience; to deepen our connection, we like to sit on the same side of the table with you
- Curious, we are committed to growing our knowledge and resources so we can serve you better
- As a multigenerational team, we have 77 years of collective experience and relationships going back 45 years
- We stay connected to understand your evolving needs
Verified Client Testimonials
“Masa is always very quick to respond to my questions. If there is something that cannot be explained well in an email, he sets up a Zoom conference. He is very clear in his explanations and is always available.”
“I feel very confident that I am receiving top quality advice and planning from Masa. I am very thankful for him and his talented team!”
“Masa’s combination of personal integrity, market knowledge, due diligence and availability are unparalleled. Add to that, he is always a joy to talk to.”
Testimonials throughout the Oxler Private Wealth website are not compensated and are the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences. Indyfin and Oxler Private Wealth are independent and unaffiliated organizations. Please refer to the important disclosures contained in the Indyfin Advisor Profile (the “Profile”) for information regarding the ratings, reviews, and other information regarding Masa Yamazaki that is included in the Profile.