Insights

Personalized Service Focus OFC Wealth Management emphasizes highly personalized financial planning for high-net-worth individuals and families, providing an opportunity to offer tailored investment solutions, advanced financial planning tools, and premium client services that align with their customized approach.

Niche Market Engagement With a small team of 2-10 employees, OFC targets a specialized segment market, presenting a potential sales avenue for boutique financial technology solutions, client relationship management platforms, or exclusive investment products designed for personalized wealth management.

Technology Stack Compatibility Utilizing web technologies like Drupal, JSON-LD, and Microsoft 365 indicates openness to digital modernization; this creates opportunities to introduce innovative security, compliance, or data analytics solutions that enhance their client engagement and operational efficiency.

Growth and Expansion Opportunities Operating within the competitive financial services industry with revenues between one and ten million dollars suggests potential for scalable technology integrations and service expansions, particularly in areas like financial planning software, client onboarding platforms, or portfolio management tools.

Market Differentiation Strategy Given the firm's focus on relationship-building and expertise, there is potential to position advanced CRM, client communication tools, or analytics services that bolster personalized service delivery and strengthen client retention strategies.

OFC Wealth Management Tech Stack

OFC Wealth Management uses 8 technology products and services including jsDelivr, Drupal, Microsoft 365, and more. Explore OFC Wealth Management's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Drupal
    Content Management System
  • Microsoft 365
    Email
  • JSON-LD
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • X-XSS-Protection
    Security
  • Facebook
    Widgets

Media & News

OFC Wealth Management's Email Address Formats

OFC Wealth Management uses at least 1 format(s):
OFC Wealth Management Email FormatsExamplePercentage
FLast@ofcwealth.comJDoe@ofcwealth.com
50%
FLast@ofcwealth.comJDoe@ofcwealth.com
50%

Frequently Asked Questions

Where is OFC Wealth Management's headquarters located?

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OFC Wealth Management's main headquarters is located at 35 Canoe Brook Road Short Hills, New Jersey 07078 United States. The company has employees across 2 continents, including North AmericaAsia.

What is OFC Wealth Management's official website and social media links?

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OFC Wealth Management's official website is ofcwealth.com and has social profiles on LinkedIn.

What is OFC Wealth Management's NAICS code?

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OFC Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does OFC Wealth Management have currently?

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As of February 2026, OFC Wealth Management has approximately 4 employees across 2 continents, including North AmericaAsia. Key team members include President And Chief Investment Officer: J. W.President: E. J.Director Of Financial Planning: M. N. M.. Explore OFC Wealth Management's employee directory with LeadIQ.

What industry does OFC Wealth Management belong to?

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OFC Wealth Management operates in the Financial Services industry.

What technology does OFC Wealth Management use?

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OFC Wealth Management's tech stack includes jsDelivrDrupalMicrosoft 365JSON-LDUnderscore.jsjQueryX-XSS-ProtectionFacebook.

What is OFC Wealth Management's email format?

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OFC Wealth Management's email format typically follows the pattern of FLast@ofcwealth.com. Find more OFC Wealth Management email formats with LeadIQ.

When was OFC Wealth Management founded?

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OFC Wealth Management was founded in 2005.

OFC Wealth Management

Financial ServicesNew Jersey, United States2-10 Employees

OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. 

We understand your situation is unique. We provide personalized advice based on your specific financial situation, objectives, and concerns.  We give you the added confidence from having a personalized financial plan that is managed by an experienced professional team with deep experience in the financial markets.

Section iconCompany Overview

Headquarters
35 Canoe Brook Road Short Hills, New Jersey 07078 United States
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    OFC Wealth Management's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    OFC Wealth Management's revenue is estimated to be in the range of $1M

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