Wealth Management

Everything we do is completely customized to the unique objectives and financial circumstances of our individual clients.

Wealth Management

Everything we do is completely customized to the unique objectives and financial circumstances of our individual clients.

Oxenham Financial’s wealth management philosophy revolves around a simplified investing platform based on complex strategies.

Qualified Retirement Accounts
  • 401Ks, 403Bs, and Other Large Business Solutions
  • Profit Sharing Plans, Simple IRAs, SEPs, Solo Ks, and Other Small Business Solutions
  • Traditional IRAs, Roth IRAs, and other Individual Retirement Solutions
Additional Wealth Management Accounts
  • General Investment Accounts
  • Trust Accounts
  • Corporate Accounts
  • Wealth Preservation Accounts

Managed Growth Investment Model Series – Key Strategy Points

  • Blending both active and passive investments
  • Rebalanced quarterly to keep portfolio within set parameters
  • Fully diversified portfolio investing in multiple asset classes
  • Ongoing evaluation of ETFs and Mutual Funds
  • Fees are never tied to trading – goal is to maximize return
  • Clients can add customized hold on demand as well: stocks, bonds, ETFs, commodities, and other outside funds

When it comes to wealth management, you are in trusted hands with Oxenham Financial.

DISCLOSURE

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Verus Capital Partners LLC, a registered investment advisor. Verus Capital Partners LLC and Oxenham Financial are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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