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.
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.
Jessica Demler, Principal and Co-Founder
Jessica is the quintessential communicator. She is highly sociable and prides herself on being relatable and approachable. She hears what her clients say and anticipates their needs even if they themselves struggle to communicate. Jessica is also grounded, goal-oriented, methodical and strategic, a combination of professional attributes that support her well in fulfilling her responsibilities in relationship development and financial planning at Oxler.
For the better part of the past 15 years, she spent her time as an entrepreneur and a creative director for high-end textile businesses. In her positions, she brought relevant, thoughtful and fresh ideas and product to market to inspire clients and invigorate their projects.
Before joining Oxler, she was creative director of Glenn Carpet as well as founder of Sprung & Rich, a made-to-order rug company for high-net-worth individuals and families. She also co-founded Artworks, a volunteer-run organization focused on delivering arts education programs to women and children displaced by poverty and violence in New York City. She received a BFA in fiber arts and printmaking from the University of Michigan and followed her BFA with an associates degree in textile and surface design from the Fashion Institute of Technology in New York City. Jessica also holds a Series 65 license and is a candidate for the CERTIFIED FINANCIAL PLANNER®
designation.
Jessica proudly works side by side with her father, Jonathan, and brother-in-law, Masa.
Jonathan Nadler, Senior Portfolio Strategist
As a portfolio manager for over four decades, Jonathan brings a broad, well-rounded and analytical perspective to wealth management informed largely by macroeconomic principles. He thoughtfully navigates current events to provide meaningful context for clients as it relates to their financial picture and their goals of living enriched lives.
Jonathan's primary role at Oxler is customized portfolio management. His career began in 1975 at White Weld and Co., in New York City. In the 11 years following, he served as senior vice president at EF Hutton, managing the investment portfolios of ultra-high-net-worth individuals and families. At EF Hutton, he co-founded the Executive and Corporate Services Department catering to founders, officers and directors of publicly traded companies. For the following 32 years, Jonathan served as managing director and senior portfolio manager at Oppenheimer and Co. Inc. and its predecessor company.
Born in Israel, Jonathan spent his middle and high school years in London, England. He served 3 years (1965-1968) in the Israel Defense Forces (IDF) and then returned to London to earn a BSc in economics from Queen Mary College, London University. He has held a series 7 and currently holds series 63 and 65 licenses.
Jonathan has two daughters, four grandchildren and lives in Miami Beach, FL.
Jonathan proudly works side by side with his son-in-law, Masa, and daughter Jessica.
M Linda Raghunauth, Director of Client Service
As Oxler's director of client service, Linda is resourceful and creative when finding solutions for clients and is adept at navigating a complex and dynamic operations landscape. With more than 20 years of experience in wealth management, Linda brings a broad skill set to her role in supporting the distinct needs of each client. Overseeing the day-to-day aspects of our practice, Linda is an integral part of the Oxler team.
Before joining Oxler, Linda was a senior financial associate at Oppenheimer & Co, a senior registered associate with Morgan Stanley, a registered associate at Bear Stearns and a registered client service associate at Cohmad Securities. She received a BA in finance from Bernard Baruch College.
Linda lives in Pleasantville, New York, with her husband, Joseph, their daughter and their dog, Milo. You can find Linda with her family enjoying the great outdoors, volunteering in their community, watching a football game together with friends or cheering for her favorite tennis players during a grand slam.
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 |
Services |
| 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 |
Education |
| BS - Biology | Duke University
- Durham, NC 09/01/1990-05/30/1994 |
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. |
FAQs |
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?No |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Disclaimer |
| Please visit https://www.oxlerpw.com/disclosures for our disclosures. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| 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 |
| All States |
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