UMB Private Wealth Management Center

Santa Fe, New Mexico

Oxford Wealth Advisors, LLC is an investment advisory firm in Santa Fe, New Mexico. The office has a wheelchair-accessible entrance.

Albuquerque, New Mexico

United Capital Financial Advisors is an investment advisory firm in Albuquerque, New Mexico. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Albuquerque, New Mexico

Wealth Management Legacy Planning Group is an Albuquerque-based financial advisory firm with over 32 years of combined experience serving individuals, families, and small business owners in the area. The firm offers financial planning, investment management, tax planning, estate planning, and retirement planning services, with a focus on integrating these disciplines into coordinated strategies. The team includes advisors Angelo Burns, Melinda Martinez, and Larisa Holiday, who are registered representatives. The firm serves clients including employees of regional institutions such as UNM, NMSU, Texas Tech, and UTEP.

Albuquerque, New Mexico

CliftonLarsonAllen Wealth Advisors is an SEC-registered investment advisor in Albuquerque offering financial planning, investment management, and tax planning services. The firm serves business owners, family offices, individuals, and institutional clients through a team that includes CPAs, CFP® practitioners, and CFAs. CLA provides clients with an online dashboard for account access and portfolio reporting, along with exposure to alternative investments through various private investment portals. The firm coordinates tax, wealth, and estate planning strategies as part of its advisory approach.