Oasis Advisors provides comprehensive financial services for individuals, families, and business owners, including wealth management, investment strategies, proactive risk planning, and integrated business solutions—aligned with your goals and circumstances.
| Matrix Wealth Range(s) | Focus | Buildable Services | |
|---|---|---|---|
| Cash Flow | $0 – $100k | Establish & Build | Fidelity portal, OASIS portfolios, digital assets, à la carte planning |
| Creative | $100k – $500k | Strategize & Scale | Orion portal, tax-loss harvesting SMAs, OASIS portfolios |
| Core | $500k – $1.5M | Leverage & Protect | Structured notes, SMA universe, investment committee access, full planning |
| Custom | $1.5M – $5M | Capitalize & Accelerate | Custom SMAs, accountant/attorney integration, custom tax strategies |
| Concierge | $5M+ | Stewardship & Sophistication | Full coordination: estate, tax, business, unlimited meetings, advanced solutions |
Fiduciary wealth planning for high-net-worth individuals, families, and entrepreneurs. We start with your priorities, creating a flexible strategy that integrates financial, tax, and legal considerations to address complex wealth and adapt as life changes. Our process aligns resources with your vision while navigating evolving markets and opportunities.
Comprehensive wealth planning at Oasis Advisors begins with learning about your goals and financial circumstances. We integrate financial, tax, legal, and investment considerations into one coordinated plan. This approach is designed to reflect your stated priorities while allowing adjustments as your needs or circumstances change. Through our open-architecture platform, we can access a wide range of solutions that may be appropriate for your situation. This structure allows us to evaluate multiple options and design a plan that works alongside your overall financial picture. Our process is collaborative and responsive to changing conditions, providing a framework for ongoing decision-making.
Open-architecture investment management combining traditional investments, alternative strategies, and forward-looking access to digital assets through AlphaBit, our affiliated ETF company. We build portfolios for complex wealth holders who value independence, transparency, and the flexibility to move beyond proprietary products while adapting to market conditions and emerging opportunities.
Investment management at Oasis Advisors is based on an open-architecture approach, providing access to a wide range of investment options. This can include traditional equities, fixed income, alternative strategies, and digital assets available through our affiliated AlphaBit ETF company. Portfolios are developed with consideration for your stated objectives, time horizon, and risk tolerance, and are reviewed periodically to determine whether adjustments may be appropriate. Because we are not limited to a specific set of proprietary products, we are able to evaluate a variety of options that may fit your circumstances and work in coordination with your overall financial plan.
Comprehensive risk management strategies for individuals, families, and businesses. We assess personal, business, and supplemental insurance needs to identify potential gaps, align coverage with your broader wealth plan, and address exposures that may impact long-term goals. Our process supports informed decisions at every stage of life and business.
Risk management at Oasis Advisors involves reviewing personal, business, and supplemental coverage within the context of your financial plan. We assess existing insurance policies and other protection strategies to identify potential gaps or overlaps. Recommendations are based on your stated objectives, resources, and overall strategy. The intent is to help address risks that could affect your financial picture, whether related to income replacement, asset protection, or liability coverage. This review is repeated periodically to determine whether adjustments may be warranted due to life events, market changes, or updates in insurance products and regulations.
Integrated financial solutions for business owners, entrepreneurs, and high-income professionals. We coordinate tax, legal, and investment strategies to support growth, improve efficiency, and guide business transition or succession planning. Our approach connects your professional objectives with your personal wealth strategy for cohesive, long-term financial direction.
Our integrated business solutions connect your professional and personal financial planning. We work with business owners to consider strategies for operational efficiency, long-term growth, and ownership transition. This coordination also incorporates tax, legal, and investment considerations so that decisions in one area align with your broader objectives. Whether preparing for a business sale, planning for succession, or evaluating expansion opportunities, we assess options within the context of both your company and your personal finances. The result is a plan designed to address multiple aspects of your financial life in a coordinated and organized manner.
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