Owens Estate and Wealth Strategies Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Successful financial planning will impact every part of your life. Change is ongoing in our work lives and our personal lives, sometimes happening suddenly and sometimes evolving over a long stretch of time. We can help you move toward a stable, comfortable, and financially independent future through careful planning and preparing for the unexpected. We believe that everyone’s needs are different, and we listen closely and work hard to understand your current situation and your financial needs and goals.

Our decisions and strategies are based on a combination of third-party research and our own in-house analysis.  The better informed we are, the better we are equipped to aid your investments. 

We welcome your inquiry, even if you think your needs or assets are modest. Our friendly, professional and straightforward personal approach is a hallmark of our business, and we look forward to serving you.

Owens Estate and Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Raymond James office for information and availability.

Important Disclosure Information: http://raymondjames.com/smicd.htm

530.272.7500

Find Owens Estate and Wealth Strategies Group employees' phone numbers or email addresses

Owens Estate and Wealth Strategies Group Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Owens Estate and Wealth Strategies Group's Leadership

  • Stylized image of a person
    A. O.
    Chief Financial Officer
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  • Stylized image of a person
    W. W.
    Owner Wealth And Estate Law Group
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  • Stylized image of a person
    R. H.
    Partner
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  • Stylized image of a person
    P. K.
    Senior Vice President, Investments
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  • Stylized image of a person
    J. G.
    Client Service Manager
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    K. C.
    Carver Client Service Manager
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  • Stylized image of a person
    S. M.
    Lead Trader Financial Advisor
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  • Stylized image of a person
    J. G.
    Client Service Associate
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Owens Estate and Wealth Strategies Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Owens Estate and Wealth Strategies Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. W.
    Owner Wealth And Estate Law Group
    Phone icon
    United StatesUtah
    Nov 10, 2025
  • Stylized image of a person
    A. O.
    Chief Financial Officer
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    R. H.
    Partner
    Phone icon
    United StatesPennsylvania
    Jul 29, 2024
  • Stylized image of a person
    P. K.
    Senior Vice President, Investments
    Phone icon
    UNITED STATES
    Oct 08, 2023
  • Stylized image of a person
    J. G.
    Client Service Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    K. C.
    Carver Client Service Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. M.
    Lead Trader Financial Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. G.
    Client Service Associate
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Owens Estate and Wealth Strategies Group known for?

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Owens Estate and Wealth Strategies Group was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 426 Sutton Way Suite 110 Grass Valley, California 95945 United States; you can contact the main corporate office by phone at . Explore Owens Estate and Wealth Strategies Group's company overview page for more information.

What is Owens Estate and Wealth Strategies Group's most common email format?

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Owens Estate and Wealth Strategies Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Owens Estate and Wealth Strategies Group email formats with LeadIQ.

How many employees does Owens Estate and Wealth Strategies Group have currently?

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Owens Estate and Wealth Strategies Group has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Owens Estate and Wealth Strategies Group's key employees and leadership?

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As of February 2026, Owens Estate and Wealth Strategies Group's key employees include:

  • Chief Financial Officer: A. O.
  • Owner Wealth And Estate Law Group: W. W.
  • Partner: R. H.
  • Senior Vice President, Investments: P. K.
  • Client Service Manager: J. G.

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