Oxford Wealth Management

Oxford Wealth Management serves individuals (including high‑net‑worth clients), trusts, IRAs, business entities and retirement plans, generally targeting clients with multi‑million dollar net worths; as of year‑end 2025 it reported about 64 client relationships and roughly $109.6 million in assets under advisement. The firm offers discretionary and non‑discretionary investment management, financial planning and consulting, consolidated reporting for held‑away assets, and ERISA retirement‑plan advisory services.

The firm customizes advice through a formal Investment Plan and a research process that combines macroeconomic themes with fundamental, technical, quantitative and qualitative analysis to set asset allocation and portfolio construction, with periodic monitoring (typically quarterly). Oxford may manage accounts on a discretionary basis but places Alternative Investments (private real estate, private credit, private pooled vehicles and similar private funds) only on a non‑discretionary basis after due diligence and Investment Committee review, and requires client execution for those investments.

Several operational features distinguish Oxford from many peers: it discloses an affiliation with a tax services provider (Family Office Tax) and that some representatives are licensed to sell life insurance and may receive commissions, creating referral and compensation conflicts the firm says it manages. The brochure also discloses a close relationship with a third‑party private real estate manager (Juniper Mountain Capital), committee oversight and recusal procedures for Alternative Investments, and a small advisory team overseeing a concentrated book of accounts—factors that materially affect how opportunities, conflicts and governance are handled.