top of page
Mountain Lake

CLIENT RESOURCES

Link to client portal 'Blueleaf'.

  • ​Consolidated account views and holdings

  • Net worth analysis

  • File sharing

Link to financial planning software 'RightCapital'.

  • Financial planning scenarios

  • Financial planning recommendations

  • Planning calculators

Charles_Schwab_Corporation_logo.png

  • Schwab account access

  • Statements and tax information

  • Account trading

CFP Logo
Fee Only Logo
XYPN Logo
NAPFA Logo
  • LinkedIn
  • Facebook
  • YouTube
  • Instagram

Owl & Ore Wealth Planning

3478 Buskirk Ave. Suite 1000

Pleasant Hill, CA 94523

​

925.719.9297

Disclosure Statement

Privacy Policy

Firm ADV Part II

Want more information?

​

​© 2023 by Owl and Ore LLC, All Rights Reserved

​

Owl and Ore LLC is a Registered Investment Advisor, doing business as Owl and Ore Wealth Planning, offering advisory services in the State of California, Texas and in other jurisdictions where exempt from registration.

​

ADA Compliance Policy: Owl and Ore LLC is committed to providing a website that is accessible to the widest possible audience, regardless of circumstance and ability. We aim to adhere as closely as possible to the Web Content Accessibility Guidelines (WCAG 2.0, Level AA), published by the World Wide Web Consortium (W3C). These guidelines explain how to make Web content more accessible for people with disabilities. Conformance with these guidelines will help make the web more user friendly to everyone. Whilst Owl and Ore LLC strives to adhere to the guidelines and standards for accessibility, it is not always possible to do so in all areas of the website and we are currently working to achieve this. Be aware that due to the dynamic nature of the website, minor issues may occasionally occur as it is updated regularly. We are continually seeking out solutions that will bring all areas of the site up to the same level of overall web accessibility.

If you have any comments and or suggestions relating to improving the accessibility of our site, please don't hesitate to contact our accessibility coordinator, Greg Gorski, at owlandore@owlandore.com. Your feedback will help with improvements.

bottom of page