Rob Otwell
Financial Consultant
Retirement
Rob Otwells helps you answer the big questions about retirement. When should you start investing? How should you invest your money? How much money will I need?Whether you’re launching your career, opening a new practice, or considering retirement- we can guide you on every step of the way.
Wealth Management
Rob Otwell is an independently owned advisor- that means he works exclusively for his clients, and not a corporate entity. His extensive knowledge of Wealth Management, Investment Risk management and Tax issues allows him to strategize with his clients, optimizing results.
Portfolio Management
As a Financial Consultant practicing for 10 years- Rob Otwell specializes in guiding veterinary practice owners through asset selection and portfolio management. Rob believes that a well-managed portfolio should give you confidence, and is vital to the success of any investor.
Veterinarian Consultant
Having a Financial Consultant that understands your profession is like having a family doctor that knows your medical history. As a veterinary professional, you understand the importance in building relationships, both personally and professionally.
I prefer to use the word 'partner' instead of 'client'
With over 10 years Experience in:
- Financial Advising
- Retirement Planning
- Portfolio Management
- Taxes
- Investment Counseling
- Business Planning/Assistance
- Veterinarian Practice Efficiency Planning
Rob's clients choose him because they prefer an independently owned advisor that works exclusively for them and not for a corporate entity. They also want the expertise that comes with his business and education background as well as his 10 years experience in the industry. They want someone they trust completely to help them with the business of enjoying their lives.
Rob specializes is assisting Veterinarians (especially practice owners) solve their personal as well as their business investment needs. These include tax-efficient retirement solutions as well as non-retirement investment concerns.
Rob's business is focused on helping clients achieve their financial goals – especially retirement. He works with clients to develop strategies and portfolios that will allow them to grow their assets and live out their dreams. "I also want to enjoy the experience myself – I want to work with clients that want to work with me." - Rob Otwell