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Oakfield Wealth Management Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website oakfieldwm.com
Client types

Overview

Oakfield Wealth Management operates as an independent financial services firm based in London. The company provides personalized wealth management, investment planning, and financial consultancy services to private clients, families, and business owners. It emphasizes a bespoke approach to financial planning, focusing on long-term capital preservation and growth. The firm positions itself as a partner to its clients, offering objective advice aimed at achieving specific financial goals through a structured and disciplined investment process.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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