Explore Our Services
At Odyssey Wealth, we offer integrated financial services designed to help you steward your resources with clarity and purpose. Our Investment Management solutions aim to grow and protect your wealth with strategies aligned to your goals. Through Financial Planning, we create personalized, values-driven roadmaps that reflect your faith, family, and future. Our Insurance Services provide protection and peace of mind, ensuring you’re covered through every season of life. And with our Mortgage Services, we guide you through smart, strategic lending decisions that support your broader financial vision.
Financial
Planning
Where there is no vision, the people perish – Proverbs 29:18
Looking at your list of short and long-term goals, we create a strategy of how you’re going to use your money and other assets to achieve those goals. It might involve designing your saving or investing strategy, creating a will to protect your family, or ensuring that your family will manage without your income should you pass on prematurely.
Looking at your list of short and long-term goals, we create a strategy of how you’re going to use your money and other assets to achieve those goals. It might involve designing your saving or investing strategy, creating a will to protect your family, or ensuring that your family will manage without your income should you pass on prematurely.
Investment
Management
Plans succeed through good counsel – Proverbs 20:18
Every client portfolio is viewed differently and uniquely. We structure our investment solutions around your particular needs and objectives, factoring in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.
Every client portfolio is viewed differently and uniquely. We structure our investment solutions around your particular needs and objectives, factoring in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.
Insurance
Services
But generous people plan to do what is generous, and they stand firm in their generosity – Isaiah 32:8
We know that the right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why our prudent insurance strategies can play a key role in any wealth management plan.
We know that the right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why our prudent insurance strategies can play a key role in any wealth management plan.
Mortgage
Services*
Plans go wrong for lack of advice; many advisers bring success – Proverbs 15:22
We have a thorough understanding of the mortgage industry and the products and features that are available to you, and want to help you find the right mortgage or financing solution for your specific goals.
*Mortgage services offered through BRX Mortgage Inc
We have a thorough understanding of the mortgage industry and the products and features that are available to you, and want to help you find the right mortgage or financing solution for your specific goals.
*Mortgage services offered through BRX Mortgage Inc
Investment Management
Plans succeed through good counsel – Proverbs 20:18
Every client portfolio is viewed differently and uniquely. We structure our investment solutions around your particular needs and objectives, factoring in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.
Every client portfolio is viewed differently and uniquely. We structure our investment solutions around your particular needs and objectives, factoring in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.
Financial
Planning
Where there is no vision, the people perish – Proverbs 29:18
Looking at your list of short and long-term goals, we create a strategy of how you’re going to use your money and other assets to achieve those goals. It might involve designing your saving or investing strategy, creating a will to protect your family, or ensuring that your family will manage without your income should you pass on prematurely.
Looking at your list of short and long-term goals, we create a strategy of how you’re going to use your money and other assets to achieve those goals. It might involve designing your saving or investing strategy, creating a will to protect your family, or ensuring that your family will manage without your income should you pass on prematurely.
Insurance
Services
But generous people plan to do what is generous, and they stand firm in their generosity – Isaiah 32:8
We know that the right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why our prudent insurance strategies can play a key role in any wealth management plan.
We know that the right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why our prudent insurance strategies can play a key role in any wealth management plan.
Mortgage
Services
Plans go wrong for lack of advice; many advisers bring success – Proverbs 15:22
We have a thorough understanding of the mortgage industry and the products and features that are available to you, and want to help you find the right mortgage or financing solution for your specific goals.
*Mortgage services offered through BRX Mortgage Inc
We have a thorough understanding of the mortgage industry and the products and features that are available to you, and want to help you find the right mortgage or financing solution for your specific goals.
*Mortgage services offered through BRX Mortgage Inc
