OceanAir Wealth Management

Always Client-Focused. Helping you pursue Financial Independence.

Client-Focused Wealth Management

OceanAir Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track. 

Independence Powered by LPL

OceanAir Wealth Management is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer*. This relationship provides us with thorough research and a comprehensive array of tools, resources, and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations. As reported by Financial Planning magazine, 1996-2023, based on total revenue.

*Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

LPL Form CRS

The financial consultants at OceanAir Wealth Management are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. OceanAir Federal Credit Union and OceanAir Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OceanAir Wealth Management, and may also be employees of OceanAir Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,  OceanAir Federal Credit Union or OceanAir Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html