OWL Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for OWL Wealth Management
Team photo for OWL Wealth Management

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Advisors

Advisor photo for Nikolas H Okita

Nikolas H Okita

CRPC, AAMS®, AWMA®, CIMA®

Private Wealth Advisor

Managing Director
Visit Nikolas H Okita's website
Advisor photo for Brian Wilverding

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Visit Brian Wilverding's website
Advisor photo for Jean-Charles Lebours

Jean-Charles Lebours

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Jean-Charles Lebours's website
Advisor photo for Kenneth Lee

Kenneth Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Kenneth Lee's website
Advisor photo for Ying Wang

Ying Wang

APMA®, CRPC

Financial Advisor

Vice President
Visit Ying Wang's website

Diego Cappiello

APMA®, CRPC

Registered Practice Associate

Visit Diego Cappiello's website


Team

Gaurav Kumar

Gaurav Kumar

Client Service Associate,

Practice Manager
Jessica Combe

Jessica Combe

Registered Client Service Associate,

Marketing Specialist