Honest, Transparent Financial Advice You Can Trust
When you work with a Wealth Man advisor, you tap into a relationship that helps you think
about money the way you were meant to – as a way to fuel your passions, support your
goals, and live confidently knowing that you have someone else watching out for your
best interests.
Experience Elevated Customer Service.
When you call, we answer. When you email, you’ll receive a quick and personalized response.
We believe exceptional customer service means treating every client like the cornerstone of our business—because you are. From the moment you reach out, expect responsive, informed, and personalized care tailored to your needs.
People First. Jargon Last.
You want a financial advisor to speak to you like a person. When we use financial industry jargon, money quickly becomes complicated. But when we talk about it in everyday terms that everyone can understand, it feels a lot better.
We’re committed to making sure you understand the purpose of your investments, how your financial plan keeps you heading toward financial freedom, and why we make the recommendations that we do.
Big-Firm Service. Small-Firm Feel.
At Wealth Man, we’re a boutique advisory firm—and that’s intentional. Our size allows us to provide personalized financial planning and individual attention that’s grounded in thorough research and designed to positively impact your life.
Every person you interact with at Wealth Man shares our core values: honesty, communication, and family. When you work with us, you get a team committed to your success and well-being.
OUR TEAM
Barb Ware
Sandro Owens, CFP®
Greg Ogles, CFP®
Dara Flanagan , CDFA®
Mark Perkins, CFP®
Disclosure:
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Wealth Man Strategic Wealth are independent and unaffiliated entities. Investments are not FDIC insured, not bank guaranteed, and may lose value, including the loss of principal. They are also not insured by any state or federal agency.
READY TO MEET YOUR NEW FINANCIAL ADVISOR?
That’s Enough About Us. Let’s Talk About You.
Connect with a financial advisor who prioritizes your goals and needs. Take the first step today—make the call that could positively transform your financial future.
WEALTH MAN