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Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
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  • Grass Valley, CA-8NB
    Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945 O: 530.272.7500 F: 530.272.5900
    Map and Directions Map and Directions
  • Auburn, CA-8NB01
    Auburn, CA 128 East Street Auburn, CA 95603 O: 530.823.7511 O: 916.784.8080
    Map and Directions Map and Directions

Knowing you well is the best way to proceed

We can’t wait to meet you, but what we already know is this: Everyone is unique in their goals, needs, concerns, family dynamics and financial scenario. Knowing you well is what will ultimately enable us to truly customize a financial plan and investment portfolio for you. Here is how we’ll go about it.

Say hello

As with any new relationship, introductions are always in order. We’d like to know who and what is important in your life. And we’d like you to know all about us – and what we can do for you.

Get to know you

We’ll begin by listening to your goals, learning about your family and looking at your current financial situation. The better we know you and what you want to accomplish, the more we can help.

Plan and consult

We’ll create a plan with recommendations tailored specifically for you. We’ll consider different investment options and coordinate with your CPA and attorney, when appropriate.

Ongoing care

Once we put your plan into action, we’ll manage its progress on an ongoing basis to ensure it remains aligned with your goals, personal circumstances, the stages of your life and the financial market.


We balance your financial goals with your personal values, tailoring a portfolio to help build wealth that also aligns with your specific principles.
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Glad to meet you. Say hello.

Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
  • Grass Valley, CA-8NB: Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945
  • O: 530.272.7500
  • F: 530.272.5900
  • Map & Directions
  • Map & Directions
  • Auburn, CA-8NB01: Auburn, CA 128 East Street Auburn, CA 95603
  • O: 530.823.7511
  • O: 916.784.8080
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or memberss.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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