Email address and contacts
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. Certain appropriately licensed individuals are registered to sell securities offered through Oakwood Capital Securities(“Oakwood”), Member FINRA/SIPC. Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. Oakwood and 49 Wealth Management, LLC are not affiliated companies. 49WM does not provide tax or legal advice and is not a certified public accountant. This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.
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