Odyssey Wealth Design

What is a 'Just Cause' and how does it advance something bigger than ourselves?

If you want to learn more about our team's 'Just Cause' listen to this episode of Next Gen in 10 which Ana Kline and I were a part of!

Thanks to Alanah Phillips & the American College for having us on the podcast! https://bit.ly/37DmSSu

Ep. 50: Marrying Process with Impact Through Your Mission Statement Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike. Alanah Phillips is...

Wishing everyone a joyous holiday season with happiness, health, and prosperity in the New Year!

Our team got together to celebrate this season of gratitude! We are especially grateful to have spent time with our colleagues outside of our team, who always lend their support.

Wherever you go this Thanksgiving, we wish you and your family the best. We are truly grateful for your business and humbled by the trust you’ve shown in our team!

Hope everyone had a very Happy Halloween! 👻🎃🍬

Can you guess what we each dressed up as? 🎃🧐

“As society sees what women can do, as women see what women can do, there will be more women out there doing things, and we’ll all be better off for it.” - Ruth Bader Ginsburg.

Today is Women’s Equality Day and we are celebrating all the positive moments that were made possible by the strong and powerful women in our lives. 💪⚡️ We also recognize the progress that still needs to be made, towards gender equality and women empowerment.

Empowering women and girls is the single biggest catalyst for fostering human development and economic growth; and fighting for gender equality is necessary for a peaceful, prosperous, and sustainable world for future generations! 🌎

We are so thankful for the wonderful women on the Odyssey Wealth Design team who always support and show up for one another, our team, and our clients! 🌷😊

The Business of Business is Relationships: The Business of Life is Human Connection” (Robin S. Sharma)

We had the chance recently to share some some quality time together in-person at our Semi-Annual Team Retreat! 😊

The day was lead by Christine Fogarty-Holon from Freedohm Wellness (https://www.freedohmwellness.com/), and was dedicated to developing our Awareness, Connection, and Communication. We had a chance to reflect on our unique individual abilities both personally & professionally, and how we can work together to perform at the highest level for our Clients, our Communities, our Families, for One Another, and for Ourselves.

During the day everyone shared an activity that gets them into their “flow state”: a sense of fluidity between your body and mind…when you become fully immersed in an activity…time feels like it has slowed down, and your senses are heightened. Braden shared tips for the perfect golf swing, Edgar gave a dance lesson, and Jennifer played the piano!

It was a great opportunity to gain insight, open ourselves to live/work with more intention, and to strengthen our relationships with one other.

Then we capped off the day with some great Mediterranean food at Medii Kitchen!

So grateful to be able to connect outside of the office and can’t wait to get together again soon!

Yoga is the integration of the breath, mind, body and soul. On this day, International Yoga Day, may we all find balance, integrate and heal individually and collectively.

Here at OWD we honor the importance of wellness in order to fully be of service to our clients and community. We work with to help everyone on the team with their health and well-being.

Wishing you all abundance today and always!

Happy Father’s Day! We hope all the dads in our lives feel honored and celebrated today! We are thinking of you with gratitude for how you work hard and care for your families.

(Pictured: Mariah's family, Roberto and his daughters, Edgar's family, Ana and her dad, and Roberto and his dad!)

Congratulations to Roberto & Hani, as they recently celebrated their 20th Wedding Anniversary! We are sharing in their happiness as they celebrate their years of love, commitment and growth. Wishing you both continued health and happiness!

Happy Mother’s Day! Wishing all the moms out there happiness today, for all the ways that you go above and beyond for your families.

We also want to honor the mom’s on our team, Hani & Ana – you’re the best, and we feel so blessed to have you in our lives!

Cinco de Mayo is commonly mistaken as Mexico’s Independence Day, but it actually commemorates the Mexican army’s victory at the Battle of Puebla during the Franco-Mexican War in 1862.

For many Latinos today, it’s an opportunity to celebrate our heritage, promote ethnic consciousness, and build community, but it’s also important to recognize Cinco de Mayo’s historical associations with “resilience” and “empowerment”.

With that said, we want to take this opportunity on Cinco de Mayo to celebrate our clients and partners in the community who have overcome the odds and continue to strive to help others find personal, financial, and generational empowerment!

Over the weekend, our team got together to celebrate our extraordinary Practice Manager, Ana!

We were so excited to spend time with each other again and create another happy memory!

Happy Birthday Ana!