OFC Wealth Management Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

OFC Wealth Management is a financial services firm that emphasizes durable client relationships and leverages deep market knowledge to address client needs. It provides highly personalized guidance to individuals and families as they seek to grow, manage, and protect their wealth. The firm acknowledges that each client's situation is unique and offers advice tailored to specific financial circumstances, objectives, and concerns.

A dedicated, experienced team oversees a customized financial plan intended to give clients greater confidence in their strategy. Based in Short Hills, New Jersey, the firm operates as a small practice focused on delivering individualized service within the financial services landscape.

Find OFC Wealth Management employees' phone numbers or email addresses

OFC Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Asia
1

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  • India
    1

OFC Wealth Management's Leadership

  • Stylized image of a person
    J. W.
    President And Chief Investment Officer
    Phone icon
  • Stylized image of a person
    E. B. J.
    President
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  • Stylized image of a person
    M. N. M.
    Director Of Financial Planning
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  • Stylized image of a person
    G. L. C.
    Financial Advisor
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OFC Wealth Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from OFC Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    President And Chief Investment Officer
    Phone icon
    United StatesNew Jersey
    Apr 16, 2026
  • Stylized image of a person
    E. B. J.
    President
    Phone icon
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    M. N. M.
    Director Of Financial Planning
    Phone icon
    United StatesNew Jersey
    Jun 08, 2026
  • Stylized image of a person
    G. L. C.
    Financial Advisor
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is OFC Wealth Management known for?

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OFC Wealth Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 35 Canoe Brook Road Short Hills, New Jersey 07078 United States. Explore OFC Wealth Management's company overview page for more information.

What is OFC Wealth Management's most common email format?

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OFC Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OFC Wealth Management email formats with LeadIQ.

How many employees does OFC Wealth Management have currently?

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OFC Wealth Management has approximately 3 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are OFC Wealth Management's key employees and leadership?

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As of June 2026, OFC Wealth Management's key employees include:

  • President And Chief Investment Officer: J. W.
  • President: E. B. J.
  • Director Of Financial Planning: M. N. M.
  • Financial Advisor: G. L. C.

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