At OakRing Investments, we provide our clients with the knowledge and direction they need to help manage their complex financial lives. As a multigenerational team with diverse backgrounds and experience that spans several decades, we can work with our clients’ entire families. Grandparents, parents and children alike can benefit from our insight and guidance. In fact, we believe they may feel more confident about the future because we take the time to educate them and tailor a plan to help them pursue their goals.
We want you to benefit from our experience, knowing that we can apply our collective best thinking to address your priorities, anticipate your challenges and help protect your interests. Whether you’re investing for retirement, structuring your estate, transitioning from your business or evaluating long-term healthcare, you can count on us to deliver the vast resources of UBS—the world’s leading wealth manager to help you address those needs.
Our office locations
4001 Carmichael Road
Montgomery, AL 36106
800 Shades Creek Parkway
Birmingham, AL 35209
3455 Peachtree Road NE
Atlanta, GA 30326
Wealth planning for life transitions
Guiding you through changing times
We believe that our clients count on us most during major life transitions. We are caring advocates who can help you manage your planning and investing strategies, make tough decisions and move confidently through these periods of major change.
Multigenerational planning for families
Transferring your wealth, preserving your legacy and preparing the next in line
Our goal is to help you protect and preserve your wealth and legacy using appropriate cash flow and portfolio management strategies, as well as efficient tax structures such as trusts and philanthropic vehicles.
What is unique about your family? Do your children participate in discussions about joint family assets and inheritance? Understanding the dynamics of families and their wealth transfer concerns, we can help you build a comprehensive plan for transitioning assets to future generations. We can also help you engage with your loved ones in inheritance planning conversations, while helping prepare the next generation for carrying on your legacy.
Services and solutions for companies and nonprofits
Delivering executive and employee benefits, transiton plans and cash management
Whether you are a smaller start up, an established, multinational corporation or a nonprofit organization, our team offers a full complement of resources and professional insights to help your business improve efficiency, enhance productivity.
With our own deep industry experience, and access to a skilled professional staff and advanced technology platforms, we’ll provide you with customized equity compensation and retirement plan programs designed to help reward and retain your best talent. We can also recommend a number of tailored strategies to address your liquidity and cash management needs should transition event be on the horizon.
The financial quarterback you need today
Connecting all the moving parts of your financial world
We recognize that access to premier resources and opportunities is a priority for our clients. That’s one of the key reasons we’re here at UBS. But to our team, the personal relationship we build with you and your family is equally important. We believe you deserve and will receive the highest level of attention and service. From our focus on knowledge and education—yours and ours—to our commitment to being your “personal financial advocate,” we are a truly collaborative team that will work with your other professional advisors and deliver a trusted source of advice across all areas of your financial life.