Masa Yamazaki - Financial Advisor in Rye Brook, NY | WiserAdvisor.com

We help take care of your financial health so that you can focus with confidence on what matters most to you. Through a clear, sound and relatable approach to financial planning and investment management, we make it our goal to provide insight, resources and strategies to help you thrive in your diverse roles within your family, profession and the broader world.

Oxler Private Wealth

Jessica is the quintessential communicator. She is highly sociable and prides herself on being relatable and approachable. She hears what her clients say and anticipates their needs even if they themselves struggle to communicate. Jessica is also grounded, goal-oriented, methodical and strategic, a combination of professional attributes that support her well in fulfilling her responsibilities in relationship development and financial planning at Oxler.

For the better part of the past 15 years, she spent her time as an entrepreneur and a creative director for high-end textile businesses. In her positions, she brought relevant, thoughtful and fresh ideas and product to market to inspire clients and invigorate their projects.

Before joining Oxler, she was creative director of Glenn Carpet as well as founder of Sprung & Rich, a made-to-order rug company for high-net-worth individuals and families. She also co-founded Artworks, a volunteer-run organization focused on delivering arts education programs to women and children displaced by poverty and violence in New York City. She received a BFA in fiber arts and printmaking from the University of Michigan and followed her BFA with an associates degree in textile and surface design from the Fashion Institute of Technology in New York City. Jessica also holds a Series 65 license and is a candidate for the CERTIFIED FINANCIAL PLANNER<sup>&reg;</sup>
 designation.

Jessica proudly works side by side with her father, Jonathan, and brother-in-law, Masa.

As a portfolio manager for over four decades, Jonathan brings a broad, well-rounded and analytical perspective to wealth management informed largely by macroeconomic principles. He thoughtfully navigates current events to provide meaningful context for clients as it relates to their financial picture and their goals of living enriched lives.

Jonathan's primary role at Oxler is customized portfolio management. His career began in 1975 at White Weld and Co., in New York City. In the 11 years following, he served as senior vice president at EF Hutton, managing the investment portfolios of ultra-high-net-worth individuals and families. At EF Hutton, he co-founded the Executive and Corporate Services Department catering to founders, officers and directors of publicly traded companies. For the following 32 years, Jonathan served as managing director and senior portfolio manager at Oppenheimer and Co. Inc. and its predecessor company.

Born in Israel, Jonathan spent his middle and high school years in London, England. He served 3 years (1965-1968) in the Israel Defense Forces (IDF) and then returned to London to earn a BSc in economics from Queen Mary College, London University. He has held a series 7 and currently holds series 63 and 65 licenses.

Jonathan has two daughters, four grandchildren and lives in Miami Beach, FL.

Jonathan proudly works side by side with his son-in-law, Masa, and daughter Jessica.

As Oxler's director of client service, Linda is resourceful and creative when finding solutions for clients and is adept at navigating a complex and dynamic operations landscape. With more than 20 years of experience in wealth management, Linda brings a broad skill set to her role in supporting the distinct needs of each client. Overseeing the day-to-day aspects of our practice, Linda is an integral part of the Oxler team.

Before joining Oxler, Linda was a senior financial associate at Oppenheimer & Co, a senior registered associate with Morgan Stanley, a registered associate at Bear Stearns and a registered client service associate at Cohmad Securities. She received a BA in finance from Bernard Baruch College.

Linda lives in Pleasantville, New York, with her husband, Joseph, their daughter and their dog, Milo. You can find Linda with her family enjoying the great outdoors, volunteering in their community, watching a football game together with friends or cheering for her favorite tennis players during a grand slam.

We implement both active and passive investment strategies using ETFs, individual stocks and bonds as well as mutual funds. Where appropriate, we may allocate to alternative private investments that specialize in unique businesses or market segments. Your portfolio is customized to reflect an asset allocation that matches your risk profile and individual circumstances.

We work with you to attain your goals for retirement. This process is ongoing and begins while you are in the accumulation stage of your life. We help you determine what is needed to maintain the lifestyle you desire and to fulfill specific goals you deem important during retirement.

We work with you to plan for how your estate will be set up to benefit your loved ones or to benefit causes that are important to you. There are various strategies that can be used to protect and maximize your estate as well as ease hardship for loved ones after you are gone. We work in concert with you and your trusted attorneys to execute a plan that reflects your goals and values.

We offer guidance around tax-efficient strategies to help you preserve your wealth now, into retirement and for your heirs. We employ tax loss harvesting strategies, compare retirement account vehicles for tax advantages as well as raise awareness around tax deductions you may be eligible for. Since we do not provide tax advice, and a comprehensive financial plan involves important tax considerations, we see your CPA or tax attorney as a partner and make every effort to work in concert with them to meet your goals.

Planning for education takes strategy and is often integrated into broader generational wealth planning. Based on your circumstances, we can recommend various options to help you realize your familys educational goals.

In this process, we work with you to identify and plan for potential risks to your financial health. Insurance is a valuable risk mitigation tool for various life circumstances. While we do not sell insurance, we will collaborate with trusted specialists to determine if you and your family are appropriately covered.

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Masa Yamazaki

Oxler Private Wealth

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