Oxinas Partners Wealth Management
Oxinas Partners Wealth Management (CRD# 297462) is a financial advisory firm headquartered in Jeffersonville, IN. They manage $297,013,258 in 1,661 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management297MILLION
-
Total Number of Accounts1,661ACCOUNTS
-
Average Account Value$178,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, KY, NH, NY, OH, PA, PR, TX
Gary Bouch (CRD# 1807688) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 23 years of experience in the finance industry.
Paul Caruso (CRD# 2288801) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 31 years of experience in the finance industry.
Brian Coxon (CRD# 4987938) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Louisville, KY and has over 14 years of experience in the finance industry.
Retirement Income Planning / Retirement Advisor ages 50+
Comprehensive Financial Planning
Trust Management with tax sensitive investments in mind. $50000 min
Business Succession Strategy / Family Owned Transitions
Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A
Hybrid pension plans for medical and dental companies
Typical clients has over 200k Household income, $250000 investable assets
William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years of experience in the finance industry.
Samuel Gurvitch (CRD# 4408653) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 22 years of experience in the finance industry.
Matthew Wagner (CRD# 5339909) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 14 years of experience in the finance industry.