"Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team."
Wealth Partners
The OS Group

Wealth Partners
The OS Group

"Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team."

Awards and Industry Recognition

Forbes

America's Top Wealth Management Teams
2023 • 2022
America's Top Wealth Advisors
2023 • 2022 • 2021 • 2020
Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2020 • 2019 • 2018
Top Next-Gen Wealth Advisors
2021
Top Next-Gen Wealth Advisors Best-In-State
2023 • 2022

Barron's

Top 1,200 Financial Advisors
2023 • 2022 • 2021 • 2020 • 2019 • 2018
About The OS Group

Welcome

As clients amass wealth, they often seek guidance on how to handle the complexities of managing that wealth. This is what we do best. Whether you are looking to grow, preserve or transfer wealth, our financial advisory practice offers the best of both worlds: the high-touch, client-centric benefits of a boutique firm with the resources of one of the world's largest and most respected financial institutions.
With more than 100 years of combined experience—and having honed our skills during some of the most trying market environments of the past 30 years—we are well versed in the intricacies of wealth management, and can address a broad range of your financial needs: from investment portfolios and trust and estate planning strategies to checking accounts and mortgages.
Our business is rooted in our mission to exceed our clients' expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team.
Services:

  • Asset Allocation
  • Risk Management
  • Diversification Planning
  • Tax-Advantaged Strategies
  • Estate Planning
  • Equity Investment Management
  • Fixed Income Investment Management
  • Private Equity Investments
  • Hedge Fund Investments
  • Restricted Securities and Option Strategies
  • Hedging and Monetization Strategies
  • Charitable Giving Approaches
  • Cash Management

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Jason Whong
Executive Director, Wealth Planning and Advice

Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.