Oxford Bank Rebrands Wealth and Advisory Services to Oxford Wealth Management offered through Osaic Institutions, Reinforcing Group’s Specialized Focus and Expertise
The new brand reflects the continued commitment to Southeast Michigan communities, in addressing comprehensive wealth management and investment needs of clients throughout their financial journeys.
Oxford, Michigan, April 30, 2024 - Oxford Bank has rebranded its Wealth and Advisory services business from Oxford Financial Services to Oxford Wealth Management offered through Osaic Institutions. The new name more clearly conveys the team’s specialized expertise and ongoing commitment to helping clients manage, grow, and preserve capital through personalized advisory services and customized wealth management strategies and solutions.
Under the leadership of John W. Manzella, a seasoned Investment Advisor Representative with 23 years of advisory experience, and a proud US Air Force Veteran, has lived and raised his children in Oxford for the past 29 years.
Oxford Wealth Management offers:
- Wealth planning
- Asset management
- Tax-advantaged investment strategies
- Estate planning review services
- Corporate 401 (k) Rollovers
- Required Minimum Distributions
“Our priority is to help clients thrive at every stage of their financial journey,” Manzella said. “We work in close collaboration with clients to fully understand their goals and assist them in building a solid financial structure that aims to continually grow and build wealth for them and their families over time.”
With a focus on preserving capital and delivering tailored solutions, Manzella and his team are committed to helping clients achieve their financial goals. Located at Oxford Bank, the oldest commercial bank in Oakland County, MI, is focused on “delivering value for life,” Oxford Wealth Management is committed to providing the highest level of service to address clients’ needs.
“Our roots run deep in this community, and our new name reinforces our strong commitment to meeting the full spectrum of our clients’ wealth management needs with personalized care, guidance, and support,” Manzella said.
Oxford Wealth Management is a member of Osaic Institutions (formerly Infinex Group), one of the nation's largest networks of independent wealth management firms. Having recently announced its own rebranding it brings all eight of its wealth management firms together under the Osaic Institutions brand.
Oxford Wealth Management remains dedicated to the advisor-mediated model, enabling it to choose the best solutions to address each client’s needs.
"In partnering with Osaic Institutions we are able to leverage the sophisticated wealth management resources of a national leader in this space, while maintaining independence and a commitment to a high level of personalized service and attention, for which we are known for,” Manzella said. "We look forward to delivering innovative solutions and unparalleled support to wealth management clients across Southeast Michigan."
About OSAIC
Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting over 11,000 financial professionals. Our mission is to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Osaic champions the enduring value of financial professionals. For more information visit www.osaic.com. Securities offered through Osaic Institutions, Inc. Member FINRA/SIPC.
Oxford Wealth Management is a trade name of Oxford Bank. Osaic Institutions and Oxford Bank are not affiliated.
Not a deposit | Not FDIC insured | Not insured by any federal government agency | Not guaranteed by the Bank | May go down in value |
About Oxford Wealth Management
Oxford Wealth Management, formerly known as Oxford Financial Services, is a leading provider of comprehensive wealth management services based in Oxford, Michigan. With a focus on personalized attention and expert guidance, our team of experienced financial advisors is dedicated to helping clients achieve their financial goals.
www.myoxfordlfinancial.com