Deena Rini
MBA, C(k)P®
Senior Vice President, Managing Director
Wealth Management
Working towards financial freedom
Your needs and priorities are unique, so we use a comprehensive service model. We work as advocates for you and how you see your future. Our advisors provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you pursue your goals.
Invest in Your Future with Our Wealth Management Services
We are a forward-thinking, dynamic firm of wealth management professionals who provide tailored guidance and an elevated standard of care to a select group of individuals, families, and businesses both locally and around the country.
We strive to become our clients’ most trusted advisor and a relentless advocate for their financial future. We seek to achieve this by leveraging our expertise, passion, and a vast array of resources to help our clients define and pursue their vision of financial success.
Why Do Client Choose Oswald?
What We Offer:
Our team offers a full suite of financial services to help you create a plan to work towards meeting and maintain your financial goals.
We work comprehensively and collaboratively with other professional advisors on your behalf to bring together wealth management, portfolio management, and financial planning in a clear way that is designed with the goal of helping you achieve your vision of financial success.
Working Toward Financial Freedom
We use a comprehensive service model to best serve your unique priorities. We work as advocates for you and how you see your future.
Our team provides cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you pursue your goals.
Diversified and Actively Managed
We can conduct a comprehensive analysis of your current portfolio. Furthermore, we seek to identify any areas of underexposure or overexposure within the asset allocation appropriate for you.
We're Here to Guide You
Every Step of the Way on Your Financial Journey. Contact us to learn more about out services or schedule a personalized consultation today!
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, DBA Oswald Financial, a registered investment advisor and separate entity from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal. No strategy assures success or protects against loss.