“Over the last 40 years, there have been recessions and expansions, both bull and bear markets, numerous tax law changes, and the birth and growth of personal financial planning. I have not seen it all, so to speak, but my experience certainly helps in assisting clients to achieve their goals of building wealth, retiring comfortably, and transferring wealth to heirs.
We have seen savings and loans, banks, and stock brokers come and go. We are still here servicing clients, many of whom have been loyal for 10, 20, even 30+ years.
The markets change, the economy goes through cycles, and tax law changes impact retirement planning. I want to continue being an accountable, steadying influence on our client’s financial plans.”
Sam began his financial services career in 1976 with the founding of Sam Ogrizovich & Associates. In 1981, he formed Ogrizovich Financial Management, Inc. which became OFM Wealth in 2017.
Sam continues to practice as a Senior Wealth Manager. As a member of the OFM Wealth Investment Committee, Sam participates in the formulation of the firm’s investment and asset allocation strategy for all our clients. Sam also serves as Editor of the OFM Wealth Newsletter.
Sam and his wife, Jane, have two sons, Jeremy and Jason, and six beautiful grandchildren. Sam enjoys golf, exercise, traveling, reading, and escaping to the Scottsdale, Arizona office and home for parts of the winter.