Short Hills, NJ Morris Tpke Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
OFC Wealth Management
Supported
Firm-wide stats for OFC Wealth Management
Total advisors
2Clients per advisor
50 TypicalAvg AUM per client
$1,807,356 Very HighHNW client ratio
40% HighAbout
OFC Wealth Management advises individuals (including high‑net‑worth clients), business entities, and charitable organizations, offering discretionary portfolio management alongside standalone and retainer-based financial planning and consulting services. The firm also supports account aggregation through third‑party platforms to provide clients a consolidated view of managed and excluded assets.
The firm implements portfolios across equities, fixed income, mutual funds, and ETFs, and may use direct indexing and interval funds as part of customized allocations. OFC conducts ongoing portfolio reviews and, where appropriate, employs options and other derivatives in client accounts for hedging and income generation, and will incorporate ESG considerations only when directed by a client.
What is noteworthy about OFC compared with many supported peers is its explicit use of derivatives and options strategies (including covered call writing) within separately managed accounts—a practice that is less common among similar firms. The firm has also documented policies around the use of AI tools in its advisory process and limits discretionary cryptocurrency purchases to transactions expressly authorized by clients.
Based on OFC Wealth Management
Location
1200 Morris Tpke, Suite 3005
Short Hills NJ 07078
Advisors at this office
2
Advisors at this office
Emily J
CFP®, Series 63, Series 65
Short Hills, NJ
OFC Wealth Management
Emily Jaffe is a CFP®-certified financial advisor with nine years of industry experience, currently with OFC Wealth Management in Short Hills, NJ. She has been with OFC Financial Planning, LLC since 2017, following a five-year sabbatical prior to that. OFC Wealth Management advises individuals, business entities, and charitable organizations, providing discretionary portfolio management as well as standalone and retainer-based financial planning services. The firm is noted for its use of options and derivatives strategies within separately managed accounts and incorporates ESG considerations and AI tools according to client direction.
Jeffrey W
CFP®, Series 63, Series 65
Short Hills, NJ
OFC Wealth Management
Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.
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