Awards
2025 Forbes Best-in-State Wealth Management Team
Ozazewski, Decker, Plunkett Wealth Management Group has been recognized as a Best-in-State Wealth Management Team by Forbes.
Forbes 2024 Best-In-State Wealth Mangement Team
Ozazewski, Decker, Plunkett Wealth Management Group has been named to the Forbes 2024Best-In-State Wealth Management Teams list. “We’re proud of Ozazewski, Decker, Plunkett Wealth Management Group for earning this prestigious recognition from Forbes. It’s a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to Ozazewski, Decker, Plunkett Wealth Management Group on this well-deserved accolade,” said Kevin Reed, President of the Firms Private Client Group.Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Christopher J. Ozazewski, CFP®, CRPS™, CDFA®
Executive Vice President/Wealth Management, Financial Advisor
Elizabeth Plunkett, AWMA®
First Vice President/Wealth Management, Financial Advisor
Eric Decker, AAMS™, CLTC®
Vice President/Wealth Management, Financial Advisor
Ellie Bockstie, CFP®
Financial Advisor
Eliot Latchaw
Financial Advisor Trainee
Heather Jackman
Private Client Associate
Billy Plunkett
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 10, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 10, 2025
We are proud to announce that our team, Ozazewski, Decker, Plunkett Wealth Management Group, has once again been recognized on the Forbes Best-in-State Wealth Management Teams list for 2025. This marks our second consecutive year receiving this esteemed honor. This recognition reflects our unwavering commitment to delivering exceptional wealth management services and fostering long-term client relationships. We extend our deepest gratitude to our clients for their continued trust and support! We remain dedicated to providing personalized, high-quality financial guidance, and we look forward to what the rest of this year will bring.
Office Information
Address:
Office hours:
8:30 A.M. to 5:00 P.M.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.