Oxler Private Wealth

Oxler Private Wealth

Oxler Private Wealth was founded in 2020 by a three-person family team: Jonathan Nadler, his son-in-law Masahiro Yamazaki, and his daughter Jessica Demler. The firm was built from the advisory relationships Nadler developed over a 45-year career that began at White Weld & Co. and included senior portfolio-management roles at E.F. Hutton and Oppenheimer & Co. Yamazaki brought two decades of experience in investment banking and wealth management from Goldman Sachs, CIBC Oppenheimer, and Oppenheimer & Co., while Demler transitioned from creative-director roles at high-end textile firms into financial planning. Together they serve high-net-worth individuals, families, corporations, and charitable organizations from offices in Rye Brook and Manhattan. The firm advises on asset allocation and constructs customized portfolios that draw on a broad set of public and private market exposures, though details on specific asset-class weightings or investment vehicles are not publicly disclosed. Its planning work covers retirement-income modeling, deferred-compensation analysis, estate-planning coordination, business-exit preparation, and post-divorce financial structuring. The practice is built around a high-touch service model in which principals sit on the same side of the table as clients, integrating closely with external tax attorneys, estate planners, and investment bankers. Geographic coverage concentrates on the New York metropolitan area, where all principals and the director of client service are based. Oxler remains a compact practice with four named professionals: Yamazaki, Demler, Nadler, and Director of Client Service Linda Raghunauth. Raghunauth previously held registered-associate and client-service roles at Oppenheimer & Co., Morgan Stanley, and Bear Stearns. The team reports 77 years of collective experience and relationships dating back 45 years. There are no publicly documented adjacent vehicles, philanthropic foundations, or club memberships tied to the firm. What structurally differentiates Oxler is the family-operating relationship underpinning every advisory decision. Nadler, Yamazaki, and Demler are bound both as fiduciaries and as family members, with the explicit goal of guiding second- and third-generation clients through the same kind of intergenerational transitions their own family navigates. This architecture makes succession and continuity of advice a personal matter rather than a corporate initiative.