Advisory Services – GPS

Imagine if you could plug your financial destination into a GPS.

At Oakworth, we work the same way. Our Client Advisors help guide your finances toward a specific destination. Just determine where you want to go, and they will show you options and map out the journey step-by-step. Your Client Advisor will also remain on standby to help you navigate traffic jams that get in the way of keeping you on track to your financial goals.

The Planning Process

Your Client Advisor will guide you through our customized 5-step planning process that will put you in the best position to reach your unique financial needs, values, and dreams.

At Oakworth, we help people succeed.

Insights from Our Financial Experts

When Volatility Offers Opportunity: Understanding Tax Loss Harvesting

April 11, 2025

In a year marked by market swings and economic uncertainty, investors are looking for every edge they can get — and that includes...

Budgeting and Cash Flow Management

January 21, 2025

The word “budget,” often evokes a negative reaction for fear it will be restrictive and limit the things we’re able to do. However, a...

2024 COLA Updates: Key Changes for Retirement, Charitable Giving and Gift Taxing

December 17, 2024

As inflation and economic conditions evolve, the IRS regularly adjusts financial thresholds for tax-advantaged accounts and tax exclusions...