Broker Check

Investment Management

Trust OES Wealth Partners for All Your Investment Needs

OES Wealth Partners is a leading financial services firm based in Madison, CT. With our extensive expertise and commitment to excellence, we provide tailored investment management services to help our clients achieve their financial goals. We aim to educate both current and potential clients about our approach to investment management and the importance of working with a Certified Financial Planner (CFP®) for their investment needs.

Why Work with a CFP® for Investment Management?

Why Work with a CFP® for Investment Management?

When it comes to investment management, partnering with a CERTIFIED FINANCIAL PLANNER™ (CFP®) offers a multitude of benefits. One of the best advantages of working with a CFP® is that they uphold the fiduciary standard which precludes them from acting in their own interest. That means the client’s needs and interests always come first. At OES Wealth Partners, our advisors will only advise our clients in a way that serves them and them alone. 

At OES Wealth Partners, our experienced CFP®-led team possesses the knowledge and skill to create customized investment strategies that align with your unique financial goals and risk tolerance. We understand that market volatility can be challenging, which is why we leverage our expertise to navigate fluctuations and help protect your investments. As Madison, CT financial advisors, our local presence ensures that we have an intimate understanding of the area's economic landscape, allowing us to provide you with tailored advice and insights.

OES Wealth Partners Investment Philosophy

At OES Wealth Partners, we adhere to a robust investment philosophy that centers around risk management and diversification. We believe that successful wealth management strategies are built upon a strong foundation of asset allocation, ensuring that your investments are spread across a range of asset classes. By doing so, we help mitigate risk and position your portfolio for long-term growth. Our investment philosophy encompasses a diligent focus on investment performance, enabling us to deliver results that align with your financial objectives.

Investment Management Services Offered

As your trusted Madison, CT financial advisors, the team at OES Wealth Partners offers a comprehensive suite of investment management services. From portfolio management, to retirement planning, and tax-efficient investing, our team is equipped with the expertise to help you make the most of what you have. 

We understand the unique needs of our clients and tailor our strategies to ensure your financial success. Our investment management services can help you to confidently navigate the complex world of investments while striving for your long-term financial goals. We are here for the long run. We want to help you accomplish your goals and live the life of your dreams!

OES Wealth Partners Investment Process

OES Wealth Partners Investment Process

At OES Wealth Partners, we follow a meticulous investment process that starts with an initial consultation. During this meeting, we conduct an investment analysis while taking the time to understand your goals, risk tolerance, and financial aspirations. With this knowledge in hand, we craft a personalized investment plan that can help you accomplish your goals and live your best life now and in the future. We help individuals and families to build and preserve their wealth by incorporating sound investment strategies in our financial planning process.

Our investment risk management approach means we consistently review your portfolio, making adjustments as necessary to stay aligned with your evolving financial circumstances. Our dedication to communication ensures that you are well-informed, actively involved with the decision-making process, and kept up to date on the progress you make along the way.

Investment Planning Frequently Asked Questions

  • What is the advantage of working with a Certified Financial Planner (CFP®) for investment management?
    • A CFP® is a professional who has met rigorous standards of education, experience, and ethics in the financial planning industry. They have the knowledge and expertise to create personalized investment strategies based on your unique goals, risk tolerance, and financial situation. They also have a fiduciary duty to act in your best interest, so you can trust that they will make recommendations that are aligned with your needs.

  • How does OES Wealth Partners approach investment management?
    • At OES Wealth Partners, we take a comprehensive approach to investment management that emphasizes risk management and diversification. We begin by getting to know our clients and their financial goals, risk tolerance, and time horizon. We then create a customized investment strategy that is designed to help them achieve those goals while managing risk. We regularly review client portfolios and adjust their investments as needed to stay on track.

  • What investment management services does OES Wealth Partners offer?
    • We offer a range of investment management services to help clients achieve their financial goals, including portfolio management, retirement planning, tax-efficient investing, and more. Our team of experienced professionals works with clients to create customized investment strategies that are tailored to their unique needs and goals. We also provide ongoing supervision and support to help clients stay on track and make adjustments as needed.

Why Choose OES Wealth Partners for Investment Management?

Our unwavering commitment to a personalized approach is what sets OES Wealth Partners apart from other financial services firms. Our investment strategies are all aimed at what is absolutely best for our clients.

We understand that each client has unique financial goals, and we go above and beyond to deliver tailored investment management services that address those highly specific needs. With OES Wealth Partners, you can be confident that your interests always come first. As trusted Madison, CT financial advisors, we leverage our expertise to provide unparalleled insight and guidance to help you achieve your goals while adjusting to current economic conditions and tax laws.

Let’s Get Started!

Working with a CFP® for investment management is the first step to pursuing your financial goals. At OES Wealth Partners, our advisors offer a comprehensive range of investment management services that are tailored to your needs, backed by our proven investment philosophy and diligent investment process. As your trusted Madison, CT financial advisors, we prioritize a personalized approach and always put your interests first. Begin your journey towards financial success by scheduling a consultation with OES Wealth Partners today. Let us be your trusted financial partner on your path to a secure and prosperous future!

*Disclosure: Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss.