OWL Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Nikolas H Okita

Nikolas H Okita

CRPC®, AAMS®, AWMA®

Associate Manager

Managing Director
Visit Nikolas H Okita's website
Brian Wilverding

Brian Wilverding

CFP®, CRPC®, MS

Associate Manager

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

Jean-Charles Lebours

Private Wealth Advisor

Managing Director
Visit Jean-Charles Lebours's website
Todd Volkart

Todd Volkart

Financial Advisor

Vice President
Visit Todd Volkart's website

Team

Karen Yi

Karen Yi

Registered Client Service Associate,

Practice Manager

Qualifications

  • B.A. Psychology, University of California, Los Angeles
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Megan Mallory

Megan Mallory

Client Service Associate,

Marketing Specialist

Qualifications

  • B.S., Business Administration and Marketing, Portland State University
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Nathaniel Hurst

Nathaniel Hurst

Registered Operations Leader