Financial planning isn’t a one-time event—it’s an ongoing relationship. We guide our clients as they define their vision for the future and provide steady support through life’s transitions.
At Oldfield Wealth Partners, we help successful families and business owners tackle complex investment, wealth planning and tax needs.
You’ve worked hard your entire life to earn your success. We’ll work just as hard to help you achieve your vision for the future—whether that’s managing your investments, planning for retirement, selling your business or leaving a legacy.
We’re partners in more than name. We’ll be here for you when you need us most.
We Strive To
Simplify the Complex
Managing your money doesn’t have to feel overwhelming. We strive to bring value by solving complex financial problems for you. From portfolio management to financial planning to business transitions, we have the expertise and knowledge to guide you through the complicated situations that high-net-worth families and business owners face. With Oldfield as a trusted partner, you can rest easy knowing we put your interests first.
Our Way of Doing Business
We don’t try to be the wealth advisory firm for everyone. We focus on building long-term relationships. We purposefully keep our client base small so that we can be more responsive to the needs of high-net-worth investors. If you’re looking for a wealth advisor who will listen more than they talk, you’ve come to the right place.
