Broker Check

Equipping you for everything.

At OWG, our commitment to our clients goes beyond just your finances. Our group cares about not only your retirement accounts and tax-saving strategies, but also your hobbies, career and family. We get to know your whole story before we offer any advice. Because we’re more than just your financial planners, we’re your allies in all aspects.

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Service with purpose.

We’re dedicated to helping you navigate your financial future. To do so, we offer a variety of
services to meet your specific needs.

Your team for financial freedom.

We understand the importance of teamwork—and we love working
with you to provide full-service strategies and custom advice.

Matthew Malvitz

Matthew L. Malvitz

Financial Advisor

Robert Entwistle

Robert Entwistle Jr.

Financial Advisor

Tom Tully

Tom Tully

Financial Advisor

Your financial toolbox.

From weekly market commentary to financial calculators, we’ve got the resources you need
to plan your financial future with ease.

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