Founded by Oliver Orzal, Nagomi Wealth Management is an Oakland–Alameda, California–based firm dedicated to providing high-net-worth individuals, business owners, executives, and risk-conscious investors with personalized financial strategies. The firm specializes in tax-efficient planning, wealth preservation, risk management, business financial planning, and comprehensive retirement planning.
After more than 25 years in financial planning with a variety of organizations, Oliver established Nagomi Wealth Management with a mission rooted in balance, well-being, and clarity—guiding clients confidently through every stage of their financial journey.
A Harmonious Approach to Wealth Management
Nagomi Wealth Management takes its name from the Japanese concept of Nagomi, representing peace, comfort, and deeper understanding. This philosophy shapes the firm’s approach: embracing both the challenges and opportunities in a client’s financial life to bring clarity, calm, and confidence.
By blending traditional values with modern financial strategies, the team builds meaningful relationships and crafts plans that reflect each client’s unique story, priorities, and aspirations.
The firm maintains a selective approach to growth, welcoming new clients only when they can be served with the highest level of attention. Supported by custom-built technology and an open-architecture model free from proprietary products, Nagomi ensures that each financial plan is fully tailored. The firm is also committed to giving back through community involvement and local charitable efforts.
Nagomi’s origins are personal. Oliver witnessed friends and family struggle to find the guidance needed to secure their financial futures. Inspired to offer a better path, he brings a blend of deep financial expertise, accessibility, and compassion. Today, he and the Nagomi team empower clients through education, transparency, and thoughtful planning—helping them make confident decisions, preserve their legacies, and support broader community growth.
Key Services
Nagomi Wealth Management offers a comprehensive suite of services designed to support clients at every stage of their financial life. Their mission is to deliver clear, practical solutions aligned with each client’s goals and values.
Tax Strategies
Nagomi utilizes strategic tax planning to optimize clients’ financial positions. Their guidance helps clients make informed decisions while staying aligned with current tax laws and their long-term objectives.
Wealth Preservation
To safeguard long-term financial stability, Nagomi designs strategies to mitigate market risk and protect assets across market cycles. Plans are tailored to each client’s circumstances and legacy goals.
Business Planning
From cash-flow analysis to succession planning, business owners rely on Nagomi for the tools and insights needed to build resilience, promote growth, and support their long-term vision.
