Richard D Owsik
Wealth Management Advisor|CFP®, ChFC®
Generational Wealth Management
Generational wealth management is about creating and helping to preserve wealth across multiple generations of a family. It involves developing long-term financial strategies that take into account factors such as estate planning, tax-efficient strategies, investment management, and education for future generations. By working with a financial advisor who specializes in this area, families can achieve their financial goals and build a lasting legacy that provides financial security and opportunities for their descendants.
Dave Owsik is a financial planning veteran who has been serving clients for decades. After building a successful practice, he recognized the importance of multigenerational wealth management and wanted to ensure that his clients' financial goals would be supported for generations to come. To achieve this, Dave transitioned his practice to his son Rich, who shares his passion for financial planning and brings fresh insights to the table. Together, Dave and Rich work to provide sound financial advice and strategies that will help their clients build and preserve wealth across generations. With their combined expertise and commitment to personalized service, the Owsik team is dedicated to helping their clients achieve their financial dreams, both now and in the future.
About Rich Owsik
Before joining Northwestern Mutual, Rich Owsik served as a PGA Professional at several prestigious golf clubs. Those experiences taught him the value of exceptional client service which can be seen in his practice today. Originally from Drexel Hill, PA, Rich attended Penn State University graduating with a degree in Professional Golf Management.
Rich and his wife, Karen, reside in Bryn Mawr, Pennsylvania. He enjoys playing golf, coaching his daughter's softball team, and following the Philadelphia Phillies and Eagles.
Professional Credentials
CERTIFIED FINANCIAL PLANNER™ Professional, administered by the CFP Board
CERTIFIED FINANCIAL PLANNER™ professional certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Chartered Financial Consultant (ChFC®) from The American College
The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more such as: - Income tax strategies for individuals, small businesses, corporations, and more - Retirement planning, investing, and estate planning strategies for success - Special needs planning, gift planning and inheritance, insurance, and more
Lending a hand in our community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
