Wealth Management


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 Loss in December Could Lead to a Win in April – Tax-Loss Harvesting

December 5, 2022

When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a...

5 Year-End Tax Planning Strategies

December 5, 2022

The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are...

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...