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About Us
Oread Wealth Partners was founded on a very simple premise, that our clients deserve more. More innovative solutions, more tailored advice, and as a result, more time spent pursuing the things they’re truly passionate about.
We are a fiduciary, fee-only financial planning & wealth management practice with a focus on helping physicians and business owners align their finances with what’s important in their life.
Who We Serve
Our clients are successful physicians, business owners, and families who have worked hard for their achievements. As your wealth advisor, our role is to provide advice and guidance in making sure the financial decisions you make keep you on track to achieve your objectives and to safeguard what’s important to you.
What We Offer
As your wealth advisor, we partner with you as we work to guide you
through our comprehensive financial planning process.
1. Identify & Design
We will meet with you to determine not only what’s important to you financially, but what drives you. What are your greatest joys and biggest fears? What do you wish you had more time to do? Answering these questions are critical in helping determine your financial goals and how we can help you achieve them.
2. Construct & Communicate
After helping outline your priorities, we build you a financial plan incorporating all of your financial data points. The result is a view into your financial life with observations on where you’re thriving, your overall financial health and how we can bring value in working towards your goals.
3. Implement & Manage
Your life is ever-changing. That’s why we work with you on an ongoing basis to ensure you’re doing the right things to get where you want to go. Your financial plan is constantly evolving and we partner with you to ensure it achieves the things you want to achieve.
What is a 338(h)(10) sale? Why would an acquiring company or a private equity firm want to make the deal a 338(h)(10) sale? What does a 338(h)(10) sale mean to you the buyer in determining what your net proceeds from the sale will be? If these kinds of questions are top of mind, read on to learn how we help business owners make informed decisions about the best approach for their unique circumstances.
As a busy healthcare professional, you work tirelessly to provide quality care to your patients, dealing with administrative work, and balancing all of that with life and demands at home. In the midst of juggling a demanding schedule professionally & otherwise, working to optimize your tax situation is probably not at the top of your priorities.
In comparison to selling other assets like stocks or even a house, selling a business can be a much more complicated and time-consuming task. Before embarking on the journey of selling your business, here are 5 key points for you to consider as you look to ultimately exit your business.
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We appreciate your interest in learning more about how Oread Wealth Partners can partner with you to help achieve your goals financial planning and objectives.
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