What We Offer

As your fiduciary & wealth advisor, we partner with you in working towards what’s important to you. Our comprehensive financial planning process focuses on your priorities and achieving your goals effectively and efficiently.

OUR PROCESS

Guiding you through our 3-step financial planning process, we help to identify, build and implement a wealth plan that’s custom to your financial objectives.

Identify & Design

We will meet with you to determine not only what’s important to you financially, but what drives you. What are your biggest joys and greatest 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.

Construct & Communicate

After helping outline your priorities, we construct a plan incorporating all of your financial data points. The result is a view into your financial life with observations on where we can bring value. We’ll then meet to talk through what your plan means and to identify areas where you’re thriving and where we can help you in working towards improving outcomes.

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 We offer

We partner with you as a fiduciary to identify key areas applicable to building and implementing your wealth plan. Those areas of focus include:

Tax Planning

Our tax planning strategies focus on finding tax efficiency in all facets of your financial plan. We coordinate your various investment accounts, income streams, and tax events in your life to formulate an ongoing tax management strategy.

Insurance Consulting

We view insurance as a tool to mitigate risk at certain specific stages of your life and to ensure your family is provided. We will guide you specifically on the precise amount of coverage and policy type most appropriate for you. Nothing more, nothing less.

Estate Planning

Estate planning is making sure the right assets pass to the right people or organizations at the right time, in the right way. We work with you to ensure your legacy is built in the present day and designed to last for generations to come.

Investment Management

Investments, while a critical component of any plan, are only one piece of the larger puzzle. We work with you to tailor portfolios to your individual needs to ensure they meet your situation for risk, tax efficiency, and performance objectives.

Company Stock & Cashflow Planning

If you have an equity interest in your practice or company, a variety of benefits and considerations are inevitably part of your financial equation. We’ll work with you to determine how to incorporate those elements into your long term objectives and how they can provide cash flow to support your lifestyle.

Oread Wealth Partners, LLC (“Oread Wealth Partners”) is a registered investment adviser offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oread Wealth Partners in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oread Wealth Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful or that investments and markets will perform as they have in the past.