Financial decisions are deeply personal, but they do not need to be made alone.
Odyssey Group » Wealth Management Services

What We Do

Through all of your biggest life decisions, who did you turn to for support? Your financial future is too important to leave up to chance. Trust a professional to guide you on your financial journey. It might be intimidating for you to open your finances to someone new, or you may not know where to start. Our approach is designed to help you feel comfortable and help us build trust together.

We offer the following services as well as those customized to meet your unique and evolving needs:


Investment Management

We’ll help you analyze your investments and allocate your assets.

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Retirement Planning

Still working? Retired? Navigate the next phase with our help.

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Estate Planning

We’ll help you establish your legacy and protect your family, now and into the future.

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Tax Planning

Taxes can be stressful. We’ll help you understand and manage your tax liability.

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Charitable Planning

If you want your wealth to be a force for good, we’ll help you maximize your impact while minimizing your tax liability.

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Risk Management

We can’t predict the future, but we can help protect you from the unknown.

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Education Planning

We’ll help you plan for the future of your family’s next generation.

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