Acting in your best interest with a servant mentality
A place of peace, safety, or happiness in the midst of trouble
In-Person or Virtual with flexible hours
CFP®, CPA, CFA, JD, MBA
Detailed Financial Modeling and Retirement Planning
Based on your detailed cash flow and net worth projections, am I on the right track for retirement? Am I saving enough, and do I have the right asset allocation? What is a comfortable spending amount if I retire in 5 years, or in 10 years?
What key tax strategies am I missing? What can I do to reduce my taxes? What "tax buckets" should I save to and what is the most tax-efficient withdrawal strategy in retirement?
Is low-cost, evidenced-based investing better than what I have? Learn why asset allocation matters, and learn why a fiduciary approach may be better than commissioned-based advisors that are incentivized to sell certain product.
Your goals drive the analysis and advice. Financial planning should be more than about numbers. It's your life.
Integration of a wide range issues
Who is coordinating all of my “moving pieces”? Do you have someone -- or, better yet -- a team that can advise you in a multi-disciplined manner?
Tailored Financial Roadmap
What do I need to do to get there? How does this "most recent event" in my life impact my plan, and how should I adjust?
Videos and Overview
Planning Is A Journey
Is life too busy or do you find your financial affairs overly complicated? This short video explains how you can get control and get back on track.
This video series captures stories on Dimensional’s origins, philosophy, and investment approach. Oasis builds upon Dimensional's resources and approach.
This video discusses the origins of Dimensional and its academic roots. Similarly, Oasis Wealth trusts in the academics rather than chasing fads.
Client's interests first
Fee-Only and fiduciary
Because we are a fee-only financial planning and wealth management firm that works as a fiduciary, our client's interest is at the core of what we do. We do not sell product or receive commissions, allowing us to provide unbiased, objective advice. We believe that your success and our success will be measured in our continuing commitment to character.
Making sure the pieces fit together
Oasis consults on a wide variety of inter-connected financial planning areas that impact you. We advise on retirement planning, income taxes, asset allocation and investment management, estate planning, insurance, executive compensation, and business succession planning. We strive to provide you with a peace of mind by getting you on the right track.
Expertise and resources
Delivering sound analysis
Oasis has the training and experience in multiple disciplines (law, accounting, finance, tax) to deliver sound analysis and tailored advice you need in an increasingly complicated and busy world. Mel and Steve have over 50 years of wealth management experience.
Meet With Mel and Steve
Engage in a dialogue where we listen and learn.
We also present our services to help you determine the next steps.
Virtual Meetings or In-Person
Start planning and investing
Get on the road to clarity and on the path to confidence.
Planning is a lifetime journey. It starts today.