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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.
As the year comes to a close, it’s not uncommon for a lot of people to start focusing on the holidays and getting ready to wrap things up for the year. As part of that process though, it’s crucial to engage in proactive year-end financial planning to ensure your finances are aligned with your goals and to try to minimize your tax liabilities.
Health Savings Accounts (HSA’s) have become increasingly popular in recent years as a way for high earners to save on taxes today, plan for inevitable healthcare expenses and potentially invest for the future.
In today’s dynamic financial landscape, many investors are asking themselves, “Should I buy a CD right now?” With interest rates fluctuating and economic uncertainties looming, Certificate of Deposits (CDs) have garnered renewed attention.
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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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