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

Non-Qualified Retirement 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.