Oxler Private Wealth

Oxler Private Wealth We deliver a sound, clear and relatable perspective to financial planning and investment management

As a fee-only fiduciary, we provide clients with what matters most to them: independent and insightful holistic advice, tailored financial plans and transparent investment management designed to protect and advance their wealth, goals and values through all life stages. Oxler Private Wealth serves clients in both Manhattan and Rye Brook, NY.

This month’s Cyber Smart with Oxler tip: Be Cautious of Fake CAPTCHA ScamsYou've likely encountered CAPTCHAs that ask yo...
08/19/2026

This month’s Cyber Smart with Oxler tip: Be Cautious of Fake CAPTCHA Scams

You've likely encountered CAPTCHAs that ask you to identify images or type a few letters to prove you're human. However, cybercriminals are now creating fake CAPTCHAs that instruct users to press certain keyboard shortcuts or type commands into their computer.

A legitimate CAPTCHA will never ask you to press keys like Windows + R, Command + R, Ctrl + V, or enter commands into your device. These prompts are designed to trick you into installing malware or giving attackers access to your computer.

If a CAPTCHA asks you to perform anything beyond clicking images, checking a box, or entering the characters you see, close the webpage immediately.

Today, we celebrate National Nonprofit Day by recognizing the incredible work of organizations that make a meaningful di...
08/17/2026

Today, we celebrate National Nonprofit Day by recognizing the incredible work of organizations that make a meaningful difference in their communities.

At Oxler Private Wealth, we're proud to support Feeding Westchester and Ronald McDonald House, two organizations whose dedication to helping families and individuals in need reflects the values we hold close—compassion, service, and community.

We're grateful for the positive impact these organizations make every day and for the opportunity to support their important missions.

Celebrating 6 Years of Oxler Private Wealth! This year marks six years of serving clients with thoughtful guidance, trus...
08/14/2026

Celebrating 6 Years of Oxler Private Wealth!

This year marks six years of serving clients with thoughtful guidance, trusted relationships, and a commitment to helping women and families navigate life's financial transitions with confidence. Since our founding in 2020, we've remained dedicated to providing clear, transparent advice and personalized wealth management centered around what matters most to each client.

To our clients, families, friends, and professional partners—thank you for being part of our journey. Your trust inspires us every day, and we're grateful for the opportunity to walk alongside you through every stage of life.

Here's to the relationships we've built, the milestones we've celebrated together, and the many years ahead. Thank you for being part of the Oxler family.

: No two people will ever have the same views about money. Doesn’t matter if you’re married, best friends, or identical...
08/12/2026

: No two people will ever have the same views about money.

Doesn’t matter if you’re married, best friends, or identical twins— our view of money doesn’t match yours, and your view doesn’t match ours. Period. Keep that in mind the next time you are about to launch into an argument over the credit card bill with your spouse. Or the next time you start to judge someone for the car they drive. Or the next time… well, really, just the next time you think anything about anyone’s relationship with money at all.

Other people’s behavior might seem ludicrous to you, but that’s at least in part because they’re not you. They don’t think about money the same way you do. In fact, nobody does. When it comes to how we think about money, all of us are an N-of-1.

Back-to-school season brings new backpacks, new routines, and plenty of busy mornings. A special shoutout to all the par...
08/10/2026

Back-to-school season brings new backpacks, new routines, and plenty of busy mornings. A special shoutout to all the parents who make this time of year happen behind the scenes — from shopping lists and schedules to the little moments of encouragement that help their kids start the year strong.

One of the biggest mistakes we make with our money is confusing investing with entertainment. Somewhere along the line, ...
07/29/2026

One of the biggest mistakes we make with our money is confusing investing with entertainment. Somewhere along the line, investing has become one of America’s favorite spectator sports.

On social media, in your newsfeed, or at the dentist’s office—it seems like everywhere you look, someone is talking about finding the next hot stock, mutual fund, or alternative investment—from alt coins and tech funds to startups and beyond. Problem is, smart investing actually has very little to do with the kind of bold, swift actions people tend to yell about on the financial networks. Smart investing is about as exciting as watching grass grow.

The idea that investing is fun and entertaining can lead us to make costly mistakes. Despite knowing at some level that market timing, stock picking, and day trading are hazardous to our wealth, so many of us end up engaging in that kind of behavior.

Sure, investing can be fun. But bear markets serve as a painful reminder that it's not always fun. This isn't monopoly. It's real life. We're dealing with real money and real goals. And by confusing investing and entertainment, you almost always end up with bad results. At some point, we need to take a deep breath and ask ourselves a question: Am I investing to meet my most important financial goals, or am I investing as a form of entertainment?

For almost all of us, it can’t be both.

This month’s Cyber Smart with Oxler tip: Protect Your Screen from Every AngleWhether you're working from a coffee shop, ...
07/27/2026

This month’s Cyber Smart with Oxler tip: Protect Your Screen from Every Angle

Whether you're working from a coffee shop, traveling through an airport, or sitting in a waiting room, it's easy for someone nearby to glance at your screen without you realizing it. A 360° privacy screen protector helps keep sensitive information (like emails, financial accounts, and personal messages) visible only to you while making it much harder for others to see what's on your device.

It's a simple way to add an extra layer of privacy and help protect your personal and financial information wherever you go.

Hearing from our amazing clients always brightens our day! Click the link below to read what others are saying about wor...
07/24/2026

Hearing from our amazing clients always brightens our day! Click the link below to read what others are saying about working with us.

🗣: https://indyfin.com/financial-advisor/new-york/rye-brook/masa-yamazaki-2526772/?gid=1

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The testimonial above was not compensated and is the opinion of one specific client. The opinions stated may not be representative of all client opinions or experiences. Indyfin and Oxler Private Wealth are independent and unaffiliated organizations. Please refer to the important disclosures contained in the Indyfin Advisor Profile (the "Profile") for information regarding the ratings, reviews, and other information regarding Masa Yamazaki that is included in the Profile.

: Money can’t buy you love, but time can. Isn’t that interesting?
07/22/2026

: Money can’t buy you love, but time can. Isn’t that interesting?

: "It does not matter how slowly you go, so long as you do not stop." – Confucius
07/20/2026

: "It does not matter how slowly you go, so long as you do not stop." – Confucius

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New York, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+12127852860

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