OWM is a Las Colinas, Texas based boutique wealth management firm which provides comprehensive asset management, financial planning, and business advisory services to individuals, corporations, group retirement plans, pensions, trusts, entrepreneurs, and executives.
OWM has significant experience in asset management, financial planning, and business advisory services. We focus on integrating these key areas to provide our clients with stream-lined access to the right professional at the right time and for the right situation. OWM can provide the knowledge and technical expertise to deliver proven recommendations that support the goals and long-term objectives of our clients.
OWM is committed to providing the highest level of professional, personal attention, and responsiveness to ensure we are developing the kind of long-term relationship that helps ensure the overall success of every client. Our goal is to help our clients achieve wealth maximization and preservation through the use of independent professional advice.
Brent W. Little, CFP®, CPA/PFS
Brent Little is the Founder and Managing Director of Odyssey Wealth Management, LP (OWM). Mr. Little founded the firm with the goal of providing a total solution to his clients’ financial needs. He believes that clients have enough issues pulling at them in their day to day lives therefore he set out to provide a group of services to manage all aspects of his clients’ financial lives so they could spend their time enjoying the things most important to them in life.
As the managing director, Mr. Little is responsible for the oversight of the firm’s wealth management, financial planning, and business advisory services, client origination, and the overall management and direction of the firm. He founded OWM after gaining valuable experience at Cain, Watters & Associates, P.C., which is a Dallas based financial planning firm with over $2 billion of assets under management. While at CWA, he provided asset management, financial planning, and tax services to high net worth individuals, professionals in the medical field, and small business owners.
Prior to joining Cain, Watters & Associates, Mr. Little worked in the Personal Financial Services group at the international public accounting firm PricewaterhouseCoopers, LLC. While at PricewaterhouseCoopers, Mr. Little worked with business owners, corporate executives, and high net worth individuals with portfolios of $10 million or more. His responsibilities consisted of developing financial plans, making money manager and investment vehicle selections, determining asset allocations, advising on risk management, and reviewing individual and business taxation.
Mr. Little holds a Masters of Accounting from Texas Christian University and a Summa Cum Laude BA in Finance, Accounting, and Management from Texas Christian University. He is a CERTIFIED FINANCIAL PLANNERTM, Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, and has completed Level I of the CFA Program. Mr. Little is also a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, American Institute of Certified Public Accountants, Texas Society of CPAs, and various other financial associations.
Brent and his wife, Elisa, are proud parents of twins, Preston and Sofia.