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Masa Yamazaki

Principal, Wealth and Portfolio Management

Oxler Private Wealth

United States, New York, Rye

About Me

Masa’s primary responsibility is customized wealth and portfolio management. He oversees client portfolios and their asset allocations, and guides clients through comprehensive financial and estate planning strategies, working closely with their other trusted advisors. Empathic and patient, Masa thrives on spending time with clients to develop a deep understanding of their lives and what is important to them. Thoughtful listening helps Masa to align his advice with his clients’ aspirations and values. His strong sense of discipline supports clients on their path to achieving their goals and to living enriched, fulfilling lives. He also has a special interest in guiding and educating secon

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Profile Information

Principal, Wealth and Portfolio Management

Oxler Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Rye

New York

United States

Oct 25, 2024

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