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
Masa Yamazaki
Principal, Wealth and Portfolio Management
Oxler Private Wealth
United States, New York, Rye
About Me
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
Keylinks
More profiles to browse
JD
Jessica Demler
Financial Planner, Portfolio Manager, Principal, Regulatory Contact
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University