Broker Check

Oil & Energy

As an executive or professional in the oil and energy sector, you face a unique set of financial opportunities and challenges. These can range from managing large liquidity events, such as a business sale or a company going public, to navigating the volatility of the energy market. At StatonWalsh, we understand these intricacies and specialize in providing comprehensive financial planning services tailored to your industry and professional status.

Our Services

Comprehensive Financial Planning

Our team of experienced advisors works with you to create a comprehensive financial plan that takes into account all aspects of your financial life. We provide guidance on investment management, retirement planning, risk management, and more, ensuring your financial strategies align with your life goals and risk tolerance.

Managing Large Liquidity Events

Large liquidity events, such as a sale of a business or a company going public, present unique opportunities and challenges. Our advisors provide specialized guidance to help you navigate these events successfully. We assist in capital gains planning, strategic reinvestment, and wealth preservation to optimize your financial outcomes.

Retirement Planning

We understand the complexities of retirement planning in the oil and energy sector. From managing company stocks and bonuses to estimating potential social security benefits, our team is well-equipped to help you plan for a comfortable retirement.

Estate Planning Consultation

While we don't write legal documents, we do offer consultations on estate planning strategies. We understand the importance of asset protection and succession planning, and we prepare you for meetings with your attorney, even offering to join these meetings as needed.

Why Choose Us?

Oil and Energy Financial Expertise

Our team brings a deep understanding of the financial landscape in the oil and energy sector. This specialized knowledge enables us to provide tailored advice and strategies that help you navigate your unique financial environment successfully.

Comprehensive and Personalized Services

We offer a broad range of services designed to support you at every stage of your financial journey. We believe in personalization, and we take the time to understand your specific needs, goals, and circumstances, ensuring our services provide the most beneficial outcomes for you.

Contact Us

At StatonWalsh, we are dedicated to guiding you confidently through the complexities of financial planning in the oil and energy sector. Contact us today to schedule a consultation and start your journey towards financial security and fulfillment. 

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