Our Partnership

We engage in comprehensive financial planning as part of a long-term relationship with our clients. To sustain a successful relationship, one where we can help you achieve your financial and lifestyle goals, you can expect us to consistently and responsibly perform the following services.

​

We Will Always:

  • Acquire and maintain a thorough understanding of your financial goals 

  • Update your current financial information as your life unfolds and needs evolve

  • Carefully determine and monitor your investment risk and time frame 

  • Explain the implications of a recommended financial planning strategy

  • Update you as appropriate by appointment, email, mail and phone

  • Meet with you regularly to review your personal financial goals and opportunities

  • Act as your primary financial advisor and steward of your financial future

  • Coordinate with other financial professionals when your plan requires it

  • Treat you with the utmost respect and professionalism

​

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, LLC, a registered investment advisor. GWM Advisors, LLC and Oak Grove Wealth Partners are separate entities from LPL Financial

We are licensed to sell securities in HI,KY, LA, MS, TX, and OK.  This website should not be considered a solicitation in any other states.

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

brokerCheck-bar-logo.png