Aegis Wealth Management, INC.

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Oakway Financial: Financial Guidance for Job Changes, Retirement Major Life Transitions Whether you’re changing jobs, preparing for retirement, or navigating a company buyout, we help you make informed decisions around your investments, taxes, and insurance so you can move forward with confidence. Whether you’re changing jobs, preparing for retirement, or navigating a company buyout, we help you make informed decisions around your investments, taxes, and insurance so you can move forward with confidence. Independent Financial Advice Guidance For Life’s Important Financial Transitions Helping individuals, families, and retirees navigate job changes, retirement, buyouts, and other major financial decisions with confidence. 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. Request a Discovery Call Contact phone (303) 974-0629 Fax (303) 578-7827 Email Info@ OakwayFinancial.com When Clients Typically Reach Out Changing Jobs Questions about a 401(k), equity compensation, stock options, benefits, or insurance often arise when changing employers. Approaching Reti

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