Wealth Management

Overview

Managing both the broad view and the complexities of our clients’ wealth management and trust needs is our hallmark. Our holistic approach allows us to manage assets not just for today, but for generations. Your Oakworth Client Advisor works to understand deeply your values and goals, then coordinates an elite, multidisciplinary team of financial experts to preserve your invested dollars, provide a readily accessible stream of liquidity, and generate a competitive rate of return – all based upon a statement of investment policy we have defined uniquely for you. We advise our clients on the appropriate asset allocation and execute this strategy through the use of an open-architecture investment platform. We then work closely with our clients to achieve their generational financial objectives.

Our Strategies

Investment Management

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Wealth Strategies

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Fiduciary Services

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Assets Under Management

Our wealth management team consists of experienced professionals with integrity and a true passion for their work. We are accessible to answer any and all questions and information is distributed on a regular basis in an effort to educate all of our clients about pending investment decisions, the current state of the markets, and the state of the economy. At the end of  2021, total assets under advisement were approximately $2 billion.

  • Domestic Equities as of 6/30/2022: 53.6%
  • Alternative Assets as of 6/30/2022: 24.9%
  • Fixed Income as of 6/30/2022: 14.1%
  • Cash as of 6/30/2022: 3.4%
  • International Equities as of 6/30/2022: 4.0%

We invite you to explore how we can help you succeed.

Meet Our Wealth Management Team

What our Wealth Management Clients Are Saying

Insights from Our Financial Experts

Economic State of Affairs

August 9, 2022

In this presentation, Chief Economist John Norris discusses the current state of affairs in relation to the economy and potential future...

2nd Quarter 2022 Outlook & Overview

July 15, 2022

The specter of long-term inflation loomed over the markets during the 2nd Quarter of 2022. As the 12-month Consumer Price Index (CPI) hit a...

Common Cents & Stop It

July 8, 2022

There was no shortage of news this week. From the resignation of UK Prime Minister Boris Johnson to the assassination of former Japanese...