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Financial Services
Our Team
Attend an Event
Schedule a Meeting

Financial Services
Our Team
Attend an Event
Schedule a Meeting

Main Office: 505.891.9800 | Texas Office: 512.827.3400 | Fax: 505.891.3252
info@oxfordwealth.com

481 Quantum Road NE, Rio Rancho, NM 87124

1464 East Whitestone Blvd STE 2501, Cedar Park, TX 78613

Investment Advisor Representative with and offers advisory services through TownSquare Cpaital, LLC, a SEC-Registered Investment Advisor. Investment Advisor Representative with and offers advisory services through Portside Wealth Group, LLC, a SEC-Registered Investment Advisor. TownSquare Capital and Portside Wealth Group do not provide legal or tax advice. Investment Advisor Representatives of TownSquare Capital and Portside Wealth Group may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc (INI) are independent of TownSquare Capital and Portside Wealth Group.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisor Representative with and offers advisory services through TownSquare Cpaital, LLC, a SEC-Registered Investment Advisor. Investment Advisor Representative with and offers advisory services through Portside Wealth Group, LLC, a SEC-Registered Investment Advisor. TownSquare Capital and Portside Wealth Group do not provide legal or tax advice. Investment Advisor Representatives of TownSquare Capital and Portside Wealth Group may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc (INI) are independent of TownSquare Capital and Portside Wealth Group.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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