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Odyssey Wealth Design

949-474-6872
Inquiries@OdysseyWealthDesign.com

Why Odyssey Wealth Design?

Like Odysseus in Homer's Odyssey, you are on a continuous journey to reach your financial goals––a life-long expedition filled with obstacles that you must overcome to attain your dreams. On your odyssey you accumulate experiences that give you knowledge and understanding, but it is extremely difficult to travel alone. That is where Odyssey Wealth Design comes in. We act as your guide on your odyssey––leading you through the obstacles, navigating the dangers, and helping you accomplish the growth and success you desire.

We recognize that achieving financial security is a complex process––one that requires much more than simply managing your investments. Creating true wealth is a process of design, conceiving a plan that includes a system of measurable human interaction. Design is also multi-faceted: we must consider the aesthetic, functional, economic, and sociopolitical dimensions of both the design object and design process. To do this well, we work with you to create a comprehensive, focused plan that ensures all elements of your wealth are taken into consideration––investments, cash-flow, liquidity, taxes, risk management, and anything else that is relevant to your design.

Delivering Value and Acting as Your Fiduciary

Our number one focus is to deliver superior value in coordinating all areas of your financial well-being. We abide by the fiduciary standards, meaning we always look out for what is in your best interest. Because we take the time to understand your goals and objectives, we are able to provide you with an excellent comprehensive financial plan––not merely impart investment advice. You can trust that our recommendations are well thought out because we take the time to do the research and provide you with accurate information and sound planning. It is this thorough process in creating a plan that reflects your unique situation that differentiates us from our competitors.

Planning Process

Family Office Experience

We know that a common obstacle in your financial odyssey is trying to coordinate all the diverse elements of your financial life. For this reason, we are bringing the Family Office Experience ––historically reserved only for extremely high net-worth clients––to Odyssey Wealth Design. We believe that you deserve access to all the aspects of your financial future in one convenient location. Our vision and purpose is to move beyond being just your investment manager, and serve you with a comprehensive and coordinated financial plan that gives you everything you need––now and for the future. 

To learn more about Odyssey Wealth Design's Family Office Experience and Services click here:

Family Office Experience