Welcome
Financial Planning is a life long process not an event. The Oasis Asset Management Group, Inc. has the professional expertise and resources to support our clients' efforts in achieving long term goals. We live in a world of complexity and change. Financial information is available to you from most anywhere. The challenge is to have the knowledge and the time to sort out this information in order to produce the result you want to achieve.

The Oasis Asset Management Group, Inc. offers our clients comprehensive financial planning, wealth management, and investment management services. Primarily our focus is to assist people plan and build wealth for retirement.

We have the expertise to help you formulate your financial goals and assist you to effectively reach those goals. We are committed to maintaining high ethical standards and keeping your interests first.
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Newsletters
  • 15 Facts about Social Security
    It's easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it's likely that this
  • Tips for Traveling Abroad
    For many people, there's perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar
  • Saving for the Future: Start Now or Start Later?
    There are many ways to try to reach a future goal. You can save now, or you can save later (or perhaps do both). But there is an advantage to putting your
  • My parents can't manage alone anymore. What should I do?
    Are one or both of your parents having health problems, suffering mental lapses, or just slowing down with age? Do you find they can't manage on
  • What is an assisted-living facility, and how do I choose one?
    What is an assisted-living facility? The wide number of options available makes defining the term difficult. Generally, however, assisted-living
    
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5885 Landerbrook Dr. Suite 304 | Mayfield Hts., OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC