Company Information

Get to know Oakfield Wealth Management Group

Oakfield Wealth Management Group is a registered investment adviser (RIA) that operates as a fiduciary, committed to placing clients' interests first. The firm offers personalized financial strategies for high-net-worth individuals, families, and business owners. Their core services encompass investment management, retirement planning, estate planning, and tax strategies, focusing on creating a cohesive and long-term financial plan for each client. The firm prides itself on its independence, which allows it to provide objective advice without the conflicts of interest associated with proprietary products.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Oakfield Wealth Management Group

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.