At Oldfield Group Wealth Management, financial planning is a relationship. Our work begins with listening. We take the time to understand your life, your goals, your concerns, and your priorities—then build a financial strategy that reflects everything you care about most. Whether you're preparing for retirement, managing a business, or passing wealth to the next generation, our role is to simplify complexity and help you make smart, confident decisions.
We bring all the moving parts of your financial life together—taxes, investments, insurance, estate plans, cash flow—and align them into a strategy that evolves with you.
We work best with clients who want a clear roadmap. Our team becomes your financial quarterback—coordinating with your accountant, legal professionals, and family members to ensure every piece of the puzzle fits.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.