About OWM
Ofek Wealth Management (OWM) was founded in 2007 by Dani Greenbaum to deliver high-quality investment management and related services to clients. OWM is the product of a thriving career in investment advisory services that have been running since 1996. Our objective is to help you create a sustainable future, with organically growing wealth.
We offer investment advice from time-tested methodologies, extensive quantitative estimations, and robust research. By prioritizing our client's needs and leading the charge with innovative money management solutions, we provide exceptional financial services to all who choose us.
Our Values
Sustainability
We understand that the essence of wealth encompasses more than a person's money. It includes the sense of security that accompanies knowing there's a sustainable future for your future generations. This is why we promote impact investment opportunities of the utmost quantity and quality, opportunities that exceed a lifetime.
Honesty and Integrity
At OWM, we pride ourselves in being a reliable asset management service and we conduct ourselves accordingly. We are keen on creating an environment of trust because this serves our company's and clients' greater good. Without honesty and integrity, it is impossible to achieve our strategic goals involving not only quantifiable wealth, but earning our customer’s trust.
Resourceful
Clients depend on our extensive expertise to aid them in achieving their financial objectives. Our tailored strategy comprises elite investing insights, proactive solutions, and individualized, committed assistance from qualified staff.
Secure Your Future With OWM
OWM provides premium services to a select clientele. We prioritize quality above quantity, which lets us provide services specifically catered to your needs.
