Oakwood Wealth Partners’ Post

𝗛𝗼𝘂𝘀𝘁𝗼𝗻, 𝗧𝗫 — Please join us in congratulating Matthew Albright to Bering Street Advisors, LLC of Ameriprise Financial Services, LLC! Matt, formerly with Merrill Lynch, is an experienced financial advisor dedicated to helping clients navigate their goals. Wishing you tremendous success in this next chapter! Winthrop & Co. 💡 #MerrillLynch #FinancialPlanning #WealthManagement #FinancialAdvisor #Independence #Ameriprise

Nicole’s Thought: As you gather together as a family for this Thanksgiving holiday , let me brag on mine for a moment! The Kornegays are creating legacy with the next generation of financial experts on deck!!! Please help me welcome my cousin Anthony to the Harvest Wealth Financial family. We expanding to Virginia baby!!! Contact us for a consult in 2025! #legacyplanning #Dare2Dream #CFP #financialplanning #Familybusiness

We’d like to say thank you to Carl Taylor. Carl has been a member of the Oakmere Wealth Management team for 3 years today! Thank you for all you do Carl, you are the consummate professional and loved by your clients as well as the team. Here’s to many more years of making people’s financial aspirations become reality! Onwards and upwards. 🌿 #oakmerewealthmanagement #investinginpeople #wealthanagement #lifeplanning #theoakmereway

Building a Legacy? Bowbrook Financial Planners bridges the wealth gap across generations! Family is everything. But navigating wealth transfer can feel complex. Bowbrook Financial Planning specialises in Intergenerational Wealth Management. We help families develop strategies to support loved ones, build a lasting legacy, and achieve financial security across generations. #wealthmanagement #financialplanning #businessgrowth

PSA: some good reading is headed for your mailbox!

Look who stopped by the office recently! Sarah’s brother Mark and her 5-year-old nephew Grayson were here for some important financial planning advice 😉 Grayson’s goal? To make a trillion dollars… in coins! 💰 All while munching on our Sour Patch Kids 🍬 We believe in big dreams, Grayson, and we’re here to help make them happen! Got big financial dreams of your own? Let’s start planning for your trillion-dollar future today! 💼💡 #futureplanner #financialliteracy #bigdreams #familyfun #wealthbuilding #financialgoals #inclusivefinance #denverfinance #warrioresswealth #futuremillionaire #generationalwealth #financialfreedom #nextgenplanner #financialconfidence #kidgoals #snacksandfinance #financialempowerment #dreambig #wealthwithpurpose

HBKS Principal and Senior Financial Advisor Stephen Schramm, CFP, CPA/PFS, explains that every high net-worth family is different and why it is critical for his team of financial professionals to understand the needs, goals, and personalities of each individual in the family to best serve the family’s interests. #HighNetWorth #WealthManagement #financialadvisor

🎉 Big News! 🎉 We’re excited to announce that Beau Bryant has been promoted to Senior Wealth Advisor! His dedication and hard work have been invaluable, and this promotion reflects his continued commitment to helping clients achieve their financial goals. 👏 #SeniorWealthAdvisor #WealthManagement #FinancialPlanning

Spooky season is upon us, and our LPL Financial advisors get a treat early on - join us for an awesome webinar on 10/09, during which Hayward Carter, CFP® and Cody Parks are going to dive into Estate Planning for Wealth Creators and Inheritors. Register now - https://lnkd.in/eZcir95B - don't miss out! #lplbusinesssolutions #financialplanning #estateplanning

Here’s a photo from our fun team dinner where we celebrated our accomplishments, the most recent one was Jaden passing all his tests, on his way to becoming a financial planner. Cheers to Jaden and to our team! #oakwoodwealthpartners #financialplanning #wealthplanning #retirementplanning