Vetted Advisor's Table

Masa Yamazaki, CPWA®, CEPA®, CDFA®
Oxler Private Wealth

Tel: 212-785-2860
800 Westchester Ave
Suite 641N
Rye Brook, NY 10573
Oxler Private Wealth | Financial Advisor in Rye Brook ,NY

Invest in Your World

About Masa Yamazaki

Masa is a Principal and Co-Founder of Oxler Private Wealth, a family owned and operated wealth advisory firm offering financial care to women and families.

Masa's primary responsibility is customized wealth and portfolio management. He oversees client portfolios and their asset allocations, and guides clients through comprehensive financial and estate planning strategies, working closely with their other trusted advisors.

Empathic and patient, Masa thrives on spending time with clients to develop a deep understanding of their lives and what is important to them. Thoughtful listening helps Masa to align his advice with his clients' aspirations and values. His strong sense of discipline supports clients on their path to achieving their goals and to living enriched, fulfilling lives. He also has a special interest in guiding and educating second- and third-generation clients.

Masa pulls from his broad experience of more than two decades in investment banking, wealth management and small business development to help clients navigate through all aspects of their financial lives. Prior to Oxler, Masa was Senior Director of the Private Client Division at Oppenheimer & Co. Inc. Earlier he was senior vice president of Sales and Marketing for Acolyte Technologies Corp.; a Financial Advisor at Citi Smith Barney; Investment Banking Associate at CIBC Oppenheimer Corp.; and Financial Analyst for the Debt Capital Markets division of Goldman, Sachs & Co.

Masa received a BS in biology from Duke University and is a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA is an advanced professional certification and education program for advisors who serve high-net-worth clients. CPWA designees have met certain experience requirements, successfully completed coursework in advanced wealth management at the University of Chicago Booth School of Business, and have passed a comprehensive examination covering asset protection, executive compensation plans, stock options, tax-efficient portfolios and business, retirement, charitable, tax and estate planning. The designation requires ongoing continuing education credits to maintain the certification and to stay abreast of the latest trends, strategies, and laws in order to serve clients with sophisticated wealth management. Masa has held a series 7 and currently holds a series 66 license.

Masa can be found training for a marathon, cold plunging, practicing yoga, meditating or cooking meals for his family. As a former equestrian, he maintains his love for horses and the countryside. He lives with his wife, Lisa, and their two daughters in Westchester, New York.

Masa proudly works side by side with his father-in-law, Jonathan, and sister-in-law, Jessica.

About Oxler Private Wealth

We help take care of your financial health so that you can focus with confidence on what matters most to you. Through a clear, sound and relatable approach to financial planning and investment management, we make it our goal to provide insight, resources and strategies to help you thrive in your diverse roles within your family, profession and the broader world.

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General Information

Firm Start Year:   2020
No. of Employees:   2-4
Name of Broker/Dealer:   DNA
Name of Custodial Firm:   Pershing LLC
Number of Years with Current Firm:   3
Work Experience:   Co-Founder, Principal and CCO Oxler Private Wealth August 2020-Present

Senior Director - Investments Oppenheimer & Co. Inc. July 2014 - August 2020

SVP Sales and Marketing Acolyte Technologies Corp. May 2009 - July 2014

Financial Advisor Citi Smith Barney March 2007 - May 2009

SVP Sales and Marketing Acolyte Technologies Corp. 1999 - 2007

Associate CIBC Oppenheimer 1997 - 1999

Financial Analyst Goldman Sachs & Co. 1994 - 1996
Work with the following types of clients:   Individual Investors, Multi-Generational Families, Businesses and Non-Profits
Foreign Languages Serviced:   Spanish
Advisory Services Provided:   Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Portfolio Management, Financial Planning


Investment Types:   Insurance, Annuities, Stocks, Bonds, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Email, Our Office, Video Conference

Firm Information

Assets Managed by Firm:   $420mm
Assets Managed by Advisor:   $410mm

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   .50%-1.5%
Hourly Rate:   DNA
Minimum Fee Charged for Managed Accounts:   DNA
Minimum Fee Charged for Hourly Planning Accounts:   DNA


BS  - Biology   Duke University  - Durham, NC

Financial Services

Portfolio Management

We implement both active and passive investment strategies using ETFs, individual stocks and bonds as well as mutual funds. Where appropriate, we may allocate to alternative private investments that specialize in unique businesses or market segments. Your portfolio is customized to reflect an asset allocation that matches your risk profile and individual circumstances.

Retirement Planning

We work with you to attain your goals for retirement. This process is ongoing and begins while you are in the accumulation stage of your life. We help you determine what is needed to maintain the lifestyle you desire and to fulfill specific goals you deem important during retirement.

Estate Planning & Trusts

We work with you to plan for how your estate will be set up to benefit your loved ones or to benefit causes that are important to you. There are various strategies that can be used to protect and maximize your estate as well as ease hardship for loved ones after you are gone. We work in concert with you and your trusted attorneys to execute a plan that reflects your goals and values.

Tax Advice and Services

We offer guidance around tax-efficient strategies to help you preserve your wealth now, into retirement and for your heirs. We employ tax loss harvesting strategies, compare retirement account vehicles for tax advantages as well as raise awareness around tax deductions you may be eligible for. Since we do not provide tax advice, and a comprehensive financial plan involves important tax considerations, we see your CPA or tax attorney as a partner and make every effort to work in concert with them to meet your goals.

Education Funding and Planning

Planning for education takes strategy and is often integrated into broader generational wealth planning. Based on your circumstances, we can recommend various options to help you realize your familys educational goals.

Risk Management

In this process, we work with you to identify and plan for potential risks to your financial health. Insurance is a valuable risk mitigation tool for various life circumstances. While we do not sell insurance, we will collaborate with trusted specialists to determine if you and your family are appropriately covered.


Why should I choose you as my financial advisor?

See what our clients have to say at https://indyfin.com/financial-advisor/new-york/rye-brook/masa-yamazaki-2526772 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.

What are your qualifications? What is your education background?

Certified Private Wealth Advisor®, Certified Divorce Financial Analyst®

How are you compensated? How will I pay for your services?

% fee of assets under management

Will you be the only person working with me?

You will be working with Masa Yamazaki and/or Jessica Demler, co-owners of the firm.

Do you offer any guaranteed results?




WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Please visit https://www.oxlerpw.com/disclosures for our disclosures.


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

All States

News & Events

Exploring College Education Funding Options
When: 09/01/2023
Details:Exploring College Education Funding Options for Parents and Grandparents ...more

The Value of a Rich Family Dynamic
When: 05/25/2023
Details:Oxler Private Wealth editorial piece in The Rye Record ...more

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