Who We Serve
Anyone can begin financial planning, at any age, regardless of where they are in their career.
Perhaps you're approaching retirement, and you're looking to ensure your retirement dreams come true. Or you just started your own business, and you want to make sure you're planning to stay on track. Maybe you're in the middle of your career, and you realized you're not entirely sure how to invest or even manage a portfolio.
We can help.
You are a
High-net-worth Individual or Family
High-net-worth individual and families often don’t think they need financial advisors. However, particularly with families, you need to ensure your portfolio is well-managed so your financial legacy will live on after you’re gone. While every household is unique, it’s important to assess your situation and come up with an estate planning strategy to protect you and your family. We can help you designate a trust for those involved, as well as help you manage your tax-deductible charitable donations. We’ll even help you set up your Charitable Remainder or Lead Trusts.
You are a
You’ve worked hard to get where you are in your career – now what? With the market constantly evolving in a rapidly-changing environment, we’re here to develop a strategy to keep your success growing. Our goal is to create an immediate positive impact on your bottom line, meeting all deadlines for you and your company.
You are an
Your entire life, you have trained to perform well for other people, and you’ve developed tremendous skills along the way. However, with the fast-paced industry you’re in, there’s hardly any time to look over your financial portfolio, if you’ve even had time to create one. Our entertainment industry specialist will meet with you, assess your situation, and provide you with the best financial advice for your situation. We’ll set up your trusts, get your estate plans in order, and advise you on how you can grow your portfolio. We’ll do all of this so you can get back to doing what you love, without having to fear for your financial future.
You are an
As an entrepreneur, you’ve broken off from the norm because you had a vision – an idea that might change the world, or your community. We proudly offer our services to entrepreneurs, knowing how important it is to secure your financial future. It’s vital to your future that you’re investing and building your portfolio, but you probably don’t have the time. You’re an idea person, and you’re busy implementing those ideas to help others secure their own futures. Our advisement will allow you to use your time to build your empire, and we’ll be on the sidelines, securing your financial future and cheering you on.
The team at Odyssey Capital Advisors is ready and able to begin working toward your success.