You are currently viewing Oxford harriman & company merges with integrity wealth advisors in middleton , wisconsin the merger of oxford harriman & company and integrity wealth advisors in middleton, wisconsin, brings together two respected financial advisory firms to offer a comprehensive suite of wealth management services to their clientele.
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Oxford harriman & company merges with integrity wealth advisors in middleton , wisconsin the merger of oxford harriman & company and integrity wealth advisors in middleton, wisconsin, brings together two respected financial advisory firms to offer a comprehensive suite of wealth management services to their clientele.

This strategic move aims to expand the company’s presence in the Midwest region and strengthen its position in the wealth management industry.

The Merger: A Strategic Move for Growth

The merger between Oxford Harriman & Company and Integrity Wealth Advisors is a significant development in the wealth management sector. By combining their resources and expertise, the two companies are poised to capitalize on new opportunities and drive growth in the Midwest region.

Key Benefits of the Merger

  • Enhanced service offerings: The merger will enable Oxford Harriman & Company to expand its range of services, including investment management, retirement planning, and estate planning. Increased expertise: The integration of Integrity Wealth Advisors’ team will bring new skills and perspectives to the table, allowing the combined entity to better serve its clients. Expanded network: The merger will increase the company’s presence in the Midwest region, providing access to a wider network of professionals and resources. ## A Stronger Foundation for the Future*

    • A Stronger Foundation for the Future

    The merger is expected to have a positive impact on the company’s clients, employees, and the wider community. By pooling their resources and expertise, Oxford Harriman & Company and Integrity Wealth Advisors are creating a stronger, more resilient organization that is better equipped to navigate the challenges of the future.

    A Commitment to Client Service

  • Personalized attention: The combined entity will be able to provide personalized attention to each client, tailoring its services to meet their unique needs and goals.

    He joined the WFAFN team in 2014 and has been serving clients in the Madison area ever since.

    The Early Years: A Career in Financial Planning

    Turley’s journey in the financial industry began in 1999 when he started working as a Financial Advisor with Merrill Lynch & Co. Over the years, he honed his skills and expertise in financial planning, helping numerous clients achieve their financial goals. During his 15-year tenure at Merrill Lynch, Turley developed a strong reputation for his professionalism, integrity, and commitment to delivering exceptional client service.

    A New Chapter: Joining Wells Fargo Advisors Financial Network

    In 2014, Turley made the decision to join Wells Fargo Advisors Financial Network, LLC (WFAFN) in Middleton, Wisconsin.

    Both joined Oxford Harriman & Company in 2018.

    The Founding of Oxford Harriman & Company

    Oxford Harriman & Company is a financial services firm that has been making waves in the industry since its founding. The company’s history is marked by a series of strategic partnerships and acquisitions that have enabled it to expand its reach and services.

    Early Years

    The company’s journey began in 2018, when two experienced financial services professionals, Jeff Turley and Scott Whitcomb, joined forces to form Oxford Harriman & Company. Both Turley and Whitcomb brought a wealth of knowledge and expertise to the table, having spent years honing their skills in the industry. Turley’s background includes stints with Integrity Wealth Advisors, Ltd. and Piper Jaffray, Inc., where he gained valuable experience in financial planning and wealth management. Whitcomb, on the other hand, has a long history of working in the financial services sector, starting his career in 1992 as an advisor with Piper Jaffray, Inc.*

    A New Era of Financial Services

    The arrival of Turley and Whitcomb marked a significant turning point for Oxford Harriman & Company. The two professionals brought a fresh perspective and a new level of expertise to the table, enabling the company to expand its services and reach new heights.

    Key Milestones

  • 2018: Turley and Whitcomb join Oxford Harriman & Company, marking the beginning of a new era in financial services. 2018: The company launches its flagship service, providing comprehensive financial planning and wealth management solutions to clients.

    WIM offers a range of financial products and services, including investment management, retirement planning, and estate planning.

    The Wells Fargo Advisors Financial Network: Empowering Financial Advisors

    Wells Fargo Advisors Financial Network (WIM) is a comprehensive platform designed to support financial advisors in their pursuit of business ownership and growth.

    Wealth is a way of life, not just a financial concept.

    The Philosophy of Oxford Harriman & Company

    At the heart of Oxford Harriman & Company’s philosophy is the belief that wealth is not just a financial concept, but a way of life. The practice’s founders, who are experienced wealth management professionals, have dedicated their careers to helping high net worth individuals and families achieve their financial goals and live the life they desire.

    Key Principles

  • Collaborative Approach: Oxford Harriman & Company takes a collaborative approach to wealth management, working closely with clients to understand their unique needs and goals. Strategic Planning: The practice provides strategic planning to help clients achieve their financial objectives, whether it’s wealth accumulation, preservation, or transfer. Comprehensive Approach: Oxford Harriman & Company offers a comprehensive approach to private wealth management, encompassing investment management, tax planning, estate planning, and philanthropy. ## Investment Management**

    • Investment Management

    Oxford Harriman & Company’s investment management services are designed to help clients achieve their financial goals through a tailored investment strategy. The practice’s investment team has extensive experience in managing a wide range of asset classes, including stocks, bonds, real estate, and alternative investments.

    Investment Strategies

  • Customized Investment Portfolios: Oxford Harriman & Company creates customized investment portfolios tailored to each client’s unique financial goals and risk tolerance. Active Management: The practice’s investment team actively manages client portfolios, making adjustments as needed to ensure they remain aligned with the client’s objectives.

    To view the source version of this press release, please visit https://www.newsfilecorp.com/release/235130 SOURCE: Oxford Harriman & Company © 2024 Newsfile Corp.

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