By Greg Gorski, CFP®
For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long term.
At Owl & Ore Wealth Planning, our mission is to provide you with effective strategies for the financial challenges you face in your everyday life. By allowing us to take care of the intricacies of financial planning and investing, you can devote more time to your family and passions in life.
What We Do
Owl & Ore Wealth Planning is a fee-only financial advisory firm with the single-focused mission of empowering people to achieve their financial goals through a goals-based financial road map. We make this happen through tailored, straightforward advice that makes a meaningful impact on your life.
What does that look like in practice? We specialize in multi-generational wealth planning, retirement income strategies, philanthropy planning, and walking you through any and all financial decisions and questions that come your way as you move through life.
How We Work
We know that dealing with money is hard. That’s why we provide a simple, thorough, and direct approach that addresses your dreams and concerns and helps you pursue the growth you need. We start with getting to know you before we even look at the numbers. We’ll talk through the worries that keep you up at night and the looming decisions in your life. Then we’ll help you gain a crystal-clear understanding of your options. We want you to know what’s happening with your money and be able to easily follow the customized plan we create together.
And the best part is, this is not a one-and-done deal. We prioritize long-term relationships and are here to walk with you through whatever life throws your way. We help you adjust, adapt, and continually work toward a successful financial outcome. That’s how we change your mindset from worry to confidence.
Who We Serve
While we serve a wide range of clients—from young accumulators and families with children to pre-retirees and retirees—they do tend to have a few things in common. They are interested in growing their net worth and building their wealth so they can reach financial independence and pursue their dreams of gifting money to causes they care about. Our clients are delegators who want to partner with a financial professional team who can help them protect their assets, minimize taxes, and guide them through their options.
Experience The Owl & Ore Difference
We know that there are plenty of advisors out there. What sets us apart is the long-term relationships we build with our clients, the care we pour into them, and the objective perspective we bring to the table. Our clients know they can rely on us to truly listen and give them the knowledge they need. We want to see our clients succeed, and we pride ourselves on our proactive, authentic approach and the invaluable support we bring to people’s financial lives.
If you want to take the next step in your financial life and partner with a team that will be your advocate every step of the way, call 925.719.9297 or email email@example.com to schedule an introductory appointment.
Greg Gorski is owner and investment advisor representative at Owl & Ore Wealth Planning, a fee-only financial planning firm. With 14 years of experience, Greg specializes in helping families create, prioritize, and work toward their financial goals. He is dedicated to educating clients so they can make empowered wealth accumulation, retirement planning, and legacy planning decisions. Greg is passionate about partnering with clients, doing the heavy lifting of financial management so they spend their time and energy on the people and things they care about. Greg has both a bachelor’s and master’s degree from American University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Greg is a New England transplant who resides in Walnut Creek, CA, with his wife, Becca, and their two children, Caitlin and Theo. When he’s not spending time with family, friends, or clients, Greg can be found taking part in all forms of competitive activity, from board games to golf to team sports, or spending time in the kitchen developing his next culinary treat. He also enjoys building model trains and going on road trips to see the world. To learn more about Greg, connect with him on LinkedIn.