Owens Estate and Wealth Strategies Group logo

Owens Estate and Wealth Strategies Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Owens Estate and Wealth Strategies Group operates in the financial services industry and is located at 426 Sutton Way Suite 110, Grass Valley, California 95945, United States. The company employs between 2 and 10 people. It describes its approach as aiming to help clients achieve a stable, comfortable, and financially independent future through careful planning and preparation for the unexpected, after assessing each client's current situation and financial goals. It bases its decisions on a mix of third‑party research and in‑house analysis and states that it welcomes inquiries from clients whose needs or assets are modest. The organization is not a registered broker/dealer and operates independently of Raymond James Financial Services, Inc.; investment advisory services are offered through Raymond James Financial Services Advisors, Inc., and securities are offered through Raymond James Financial Services, Inc., which is a FINRA/SIPC member, with additional regulatory disclosures noted.

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
22

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  • United States Of America
    21
  • Canada
    1

Owens Estate and Wealth Strategies Group's Leadership

  • Stylized image of a person
    J. G.
    Client Service Manager
  • Stylized image of a person
    K. C.
    Carver Client Service Manager
  • Stylized image of a person
    S. M.
    Lead Trader Financial Advisor
  • Stylized image of a person
    J. G.
    Client Service Associate

Owens Estate and Wealth Strategies Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Owens Estate and Wealth Strategies Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    Client Service Manager
    Oct 22, 2024
  • Stylized image of a person
    K. C.
    Carver Client Service Manager
    Oct 23, 2024
  • Stylized image of a person
    S. M.
    Lead Trader Financial Advisor
    Oct 23, 2024
  • Stylized image of a person
    J. G.
    Client Service Associate
    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; 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 August 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 August 2026, Owens Estate and Wealth Strategies Group's key employees include:

  • Client Service Manager: J. G.
  • Carver Client Service Manager: K. C.
  • Lead Trader Financial Advisor: S. M.
  • Client Service Associate: J. G.

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