Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • OWL Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Nikolas H Okita, Ameriprise Circle of Success Chairman’s Advisory Council, 2023, 2024
  • Nikolas H Okita, AdvisorHub Advisors to Watch (under $1Bil), 2022, 2023
  • Nikolas H Okita, Forbes Top Next-Generation Wealth Advisors, 2018, 2019
  • Nikolas H Okita, Forbes Best-in-State Wealth Advisors, 2021-2023
  • Nikolas H Okita, Ameriprise Circle of Success, 2016-2022
  • Brian Wilverding, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Brian Wilverding, Ameriprise Circle of Success, 2013, 2015-2023
  • Jean-Charles Lebours, Five Star Wealth Manager, 2013-2023
  • Todd Volkart, Ameriprise Circle of Success, 2011, 2017, 2018

Community participation

Feeding America

Habitat For Humanity

Second Harvest Food Bank Orange County

Honored to be recognized in Forbes

All of us at OWL are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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