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Multi-Family OfficeRIA · CRD 316195State-Registered Investment Adviser

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OREAD WEALTH PARTNERS

Oread Wealth is a fiduciary wealth management firm serving physicians and business owners nationwide. The firm helps clients navigate financial complexity by...

Overview

Oread Wealth is a fiduciary wealth management firm serving physicians and business owners nationwide. The firm helps clients navigate financial complexity by aligning their money with what matters most in their lives. It provides integrated planning across taxes, investments, retirement, and risk, with fee-only fiduciary advice.

General information

Firm type

Multi Family Office

Location

City

Leawood, KS

Principals

Scott Sturgeon

Founder and Senior Wealth Advisor

Sector focus

Private CreditReal EstateInfrastructure

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