OFS Wealth
Financial ServicesView the employees at
OFS Wealth-
Brett Dimas Financial Advisor at OFS Wealth
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Rising Star
Elizabeth LaBue Client Services Assistant at OFS Wealth-
Rising Star
Geoffrey Marsh, CPA Financial Advisor, OFS Wealth-
Rising Star
Christopher Anest Financial Advisor at OFS Wealth-
Chicago, Illinois, United States
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Top 10%
Patrick Lynch Assistant Account Manager at OFS-
Arlington, Virginia, United States
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Rising Star
Overview
For more than 30 years, OFS has helped athletes, celebrities, and high-net-worth individuals manage their wealth— from the signing of their first contract, through retirement and beyond. We pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn. We will partner with you to create a wealth management plan that includes: • Financial Planning & Budgeting • Taxes • Investment Services • Accounting & Cash Management • Insurance • Estate Planning & Legal • Financial Concierge Through all of these services, our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
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