At OWM (Options Wealth Management), we help high-net-worth investors and concentrated equity holders harvest additional portfolio income through conservative options strategies.
Who We Are
OWM was founded on a simple principle: core investment holdings should do more than just sit in an account—they should work for you.
We operate as an independent wealth management practice partnered with a premier Independent Custodian. By combining independent, institutional custody with specialized option-overlay expertise, we deliver boutique personal attention backed by multi-billion-dollar back-office clearing and technology infrastructure.
Our Strategies
Focus 1: Monetizing long-term equity or concentrated stock holdings.
How It Works: We sell out-of-the-money call options on stock you already own, converting market volatility into immediate, recurring cash flow while setting disciplined sell targets.
Focus 2 : Putting cash reserves to work while waiting for target entry prices.
How It Works: We sell cash-backed put options on high-quality companies you want to own, collecting premium income while establishing systematic buy orders below current market prices.
Submit an Inquiry
Engage our advisory team to discuss bespoke financial strategies and collaborative opportunities.