OZ wealth management

OZ Wealth Management is a registered investment advisory firm based in Irvine, California, specializing in personalized financial services for individuals and businesses. Founded in 2020, the firm offers a comprehensive suite of services, including: Investment Management: Developing active strategies tailored to individual investor needs across public markets. Wealth Management: Assisting clients in building and managing wealth to achieve their financial objectives. Financial Planning: Providing customized proposals to help clients confidently plan for the future.