500 West 5th Street, Suite 1205 Austin, TX 78701
512-386-1088
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Risk Assessment Questions

At Oxbow, what we do is simple – protect the wealth you’ve worked so hard to create. Please take a quick questionnaire about Ted Oakley’s Risk Assessment. Following that, please take our comprehensive Risk Assessment by clicking the Start Tolerisk Button.

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Psychology of Staying Rich

Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation — and many don’t make it that far.
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Talk To An Advisor: 512-386-1088