Oracle Capital Strategies has a unique, straightforward, comprehensive process to managing your wealth.
Tax and investment expertise through one provider.
We are a multi-family office that provides comprehensive wealth management services to an exclusive group of high net worth investors, corporate executives, private foundations, entrepreneurs, & multi generational families.
Our team of professionals, most of whom have more than 20 years of experience, provide investment advice in coordination with tax preparation and financial planning to meet the goals of our clients’ unique financial situations.
Information and any statistical data contained herein have been obtained from sources which we believe to be reliable,
but we do not represent that they are accurate or complete, and they should not be relied upon as such. All opinions
expressed, data provided and literature referenced herein are subject to change without notice. Use of this
information without first consulting your financial, legal or tax advisor is not recommended.