Wesley Oler IV
Looking for opportunities
About
Wesley Oler IV lives in New York, New York where he’s enjoyed a substantial career in investment, an interest that was sparked in college. Throughout his career of nearly four decades as an investment professional, Wesley Oler IV specialized in advising clients with high net worth
Experience
Chief Investment Officer - Revolutionary Retirement Consulting, Ltd.
Wealth Management Advisor - EPIC Retirement Services Consulting, LLC
Relationship Manager - Credit Suisse Private Banking
Senior Vice President, Private Client Wealth Management - Brown Brothers Harriman & Co.
Education
New York University - Leonard N. Stern School of Business
Yale University - B.A. in American History (United States)
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Latest articles
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Retirement Investing for Beginners
To get the most for your retirement savings, you have to leverage tax-advantaged retirement savings accounts fully. The 401(k) plan is perhaps the most popular retirement savings vehicle. Designed to...
Donating Cryptocurrency to Charity
If you’re into cryptocurrency, you might be saving a lot of it for a later date. However, you can help others with the cryptocurrency you have right now. To help others, you’ll want to donate to chari...
How to Socially Distance and Volunteer
To socially distance, you do not have to end involvement with other people. Even though in-person gathering poses a threat, you can still volunteer without risking transmission of COVID-19. Here are w...
How to Approach the Expected Stock Market Correction
Any drop in the stock market of at least 10% but lower than 20% from the recent peak is called a stock market correction . Despite being scary, stock market corrections are considered normal and are a...