Description: Oakley & Irving Wealth Management offers Wealth Management services through financial planning, investment management, and risk mitigation strategies based on our FIRST Process. We help business owners provide retirement plans for their employees, while also helping them to implement plans designed to carry on their legacy even after they are gone.
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At Oakley & Irving Wealth Management, LLC, we proudly serve successful business owners and energy industry professionals who aspire to work because they want to, not because they have to. We are committed to providing objective, professional advice regarding all aspects of our clients' financial lives through our FIRST Process that focuses on foundational planning, investment management, risk mitigation, succession planning, and transition planning.
Our ideal client for the FIRST Process has at least $400,000 of investable assets, is willing to listen to and follow sound financial advice, and is interested in working together with a trusted advisor to develop and implement a financial plan that is designed to help them pursue their goals. For our clients who have a strong desire to be a part of this process, but don't yet meet the $400,000 threshhold, we have developed the PATH to FIRST program to help get them there, as long as they meet the other req