Aegis Wealth Management, Inc.
SEC RegisteredGuidance For Life's Important Financial Transitions
About the firm
At Oakway Financial, we help individuals and families navigate major financial transitions—including job changes, retirement, and liquidity events—while building a long-term plan designed to support their goals. As an independent fiduciary, we provide objective guidance on investments, retirement planning, insurance, and tax-aware financial decisions. Based in Wheat Ridge, Colorado, Oakway Financial works with clients throughout the Denver metro area and across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment guidance, retirement planning, insurance review, and tax-aware financial decisions, including help with 401(k)s, equity compensation, stock options, Social Security, withdrawal strategies, and coverage gap analysis.
Who they serve
Individuals, families, and retirees navigating job changes, retirement, buyouts, and other major financial decisions.
Leadership
Office locations
Advisors at this firm
27 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 2.15% |
| Next $500,000 | 2.05% |
| Next $1.5 million | 1.80% |
| Over $2.5 million | 0.00% |
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aegis Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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