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

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

A Brief History of the Estate Tax

October 31, 2022

As the title of this article illustrates (and The Beatles so eloquently stated in 1966’s The Taxman), the government has not quite...

Common Cents & The Silver Lining

October 21, 2022

There is simply no way to sugar coat the first 293 days of 2022 for investors. The S&P 500 is currently down just over 23%...

3rd & 4th Quarter 2022 Outlook & Overview

October 20, 2022

Stubbornly high inflation continued to loom over the markets during the 3rd quarter of 2022. With little improvement in the trailing...