Ogden, Thomas

The firm provides wealth management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and employer‑sponsored plans. Services are delivered on a non‑discretionary basis with portfolio recommendations that can include ETFs, mutual funds, individual equities and bonds, structured products, alternative investments, and the use of independent money managers.

The firm’s investment process combines fundamental and technical analysis and is generally long‑term oriented while permitting tactical or shorter‑term trades to address client objectives or market conditions. The advisor is also a licensed attorney and tax‑law specialist; the brochure discloses potential dual‑role conflicts and specifies that legal services require a separate retainer, allowing legal and tax perspectives to inform planning when appropriate.

Distinctive aspects include an explicit focus on retirement plan and pension consulting—offering ERISA 3(21) investment oversight, investment policy statement design, vendor analysis, benchmarking and participant education—which is less common among peers. The advisory practice is affiliated with the advisor’s law practice and highlights experience in tax controversy and cross‑border matters (and multilingual capability), which may be relevant for clients with complex tax, regulatory, or estate planning needs.