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Serving As The Pecos Valley's Trusted Financial Guides

 

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 requirements.

By leveraging the strength and experience of the resources at LPL Financial, we are able to offer access to numerous strategies, products, and research while maintaining our commitment to acting in our clients' best interest. LPL Financial does not require its advisors to sell proprietary products, so our only interest is to our clients' needs.

We believe true wealth is that which money cannot buy and death cannot take away. We strive to help our clients leave a lasting legacy for their families by evaluating their goals, understanding their financial circumstances, and guiding them in the transition to their next phase of life.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.