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.

Contact Oxenham

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.